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BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

PASADENA, CA · CRD 283871 · IAPD ↗ · bernardandjohnson.com · (626) 405-2920

$113.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT (PASADENA, CA) is newly SEC-registered with $105.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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