← Tributary

WELLFULL

HARLEYSVILLE, PA · CRD 288705 · IAPD ↗ · 267-500-1080

$866.4MRegulatory AUM
7Advisory reps
14Employees
25Clients
51-100Planning clients
8Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — WELLFULL notice-filed in CA, CO, DE, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — WELLFULL shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
December 2025 — BERNARDO WEALTH PLANNING, LLC is now doing business as WELLFULL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — BERNARDO WEALTH PLANNING, LLC crossed $500M in regulatory AUM ($499.6M -> $609.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2024 — BERNARDO WEALTH PLANNING, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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