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BERNARD WEALTH MANAGEMENT CORP.

ROYAL OAK, MI · CRD 159533 · IAPD ↗ · 248-556-2900

$314.2MRegulatory AUM
3Advisory reps
4Employees
4Clients
26-50Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — BERNARD WEALTH MANAGEMENT CORP. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — BERNARD WEALTH MANAGEMENT CORP. notice-filed in DC, LA, MA, MD, NY, TX, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — BERNARD WEALTH MANAGEMENT CORP. reported RAUM up 75% ($158.9M -> $278.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.