Bernhardt Wealth Management, Inc.

Bernhardt Wealth Management, Inc. (CRD# 109353) is a financial advisory firm headquartered in Mclean, VA. They manage $534,283,941 in 1,008 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    1,008
    ACCOUNTS
  • Average Account Value
    $530,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, GA, LA, MA, MD, NC, NY, SC, TX, VA

Financial Advisors at Bernhardt Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gordon J. Bernhardt
CRD#: 1998159
7601 Lewinsville Road, Suite 210, Mclean, VA 22102

Gordon Bernhardt (CRD# 1998159) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 31 years of experience in the finance industry. Gordon Bernhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kent D. Davis
CRD#: 6481665
7601 Lewinsville Road, Suite 210, Mclean, VA 22102

Kent Davis (CRD# 6481665) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 6 years of experience in the finance industry. Kent Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy S. Koehl
CRD#: 2498031
7601 Lewinsville Road, Suite 210, Mclean, VA 22102

Timothy Koehl (CRD# 2498031) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 27 years of experience in the finance industry. Timothy Koehl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Solon G. Vlasto
CRD#: 2205111
7601 Lewinsville Road, Suite 210, Mclean, VA 22102

Solon Vlasto (CRD# 2205111) is an Investment Advisor Representative working at Bernhardt Wealth Management, Inc. in Mclean, VA and has over 29 years of experience in the finance industry. Solon Vlasto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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