Bernhardt Wealth Management, Inc.
Bernhardt Wealth Management, Inc. (CRD# 109353) is a financial advisory firm headquartered in Mclean, VA. They manage $667,393,480 in 1,040 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Bernhardt Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management667MILLION
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Total Number of Accounts1,040ACCOUNTS
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Average Account Value$641,725
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, GA, LA, MA, MD, NC, NE, NY, SC, TX, VA
Financial Advisors at Bernhardt Wealth Management, Inc.
No Advisor Found.
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