BERNHARDT WEALTH MANAGEMENT, INC.
CRD #109353 SEC #801-57320 MCLEAN, VA 703-356-4380
SEC Registered
Total AUM
$667.4M
Discretionary
$666.6M
Employees
4
Clients
251
Accounts
1,040
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $667.4M | $666.6M | $795K | 4 | 0 |
| Apr 2022 | $667.4M | $666.6M | $795K | 4 | 0 |
| Feb 2022 | $667.4M | $666.6M | $795K | 4 | 0 |
| Feb 2022 | $667.4M | $666.6M | $795K | 4 | 0 |
| Jan 2022 | $534.3M | $533.7M | $562.4K | 6 | 0 |
| Oct 2021 | $534.3M | $533.7M | $562.4K | 6 | 0 |
| Oct 2021 | $534.3M | $533.7M | $562.4K | 6 | 0 |
| Oct 2021 | $534.3M | $533.7M | $562.4K | 6 | 0 |
| Mar 2021 | $534.3M | $533.7M | $562.4K | 6 | 0 |
| Nov 2020 | $490.2M | $489.7M | $503.5K | 10 | 0 |
| Jun 2020 | $490.2M | $489.7M | $503.5K | 10 | 0 |
| Mar 2020 | $490.2M | $489.7M | $503.5K | 10 | 0 |
| Mar 2020 | $490.2M | $489.7M | $503.5K | 10 | 0 |
| Oct 2019 | $398.9M | $398.5M | $385.1K | 7 | 0 |
| Oct 2019 | $398.9M | $398.5M | $385.1K | 7 | 0 |
| May 2019 | $398.9M | $398.5M | $385.1K | 7 | 0 |
| Mar 2019 | $398.9M | $398.5M | $385.1K | 7 | 0 |
| Oct 2018 | $426.6M | $426.6M | $0 | 7 | 0 |
| Jun 2018 | $426.6M | $426.6M | $0 | 7 | 0 |
| Mar 2018 | $426.6M | $426.6M | $0 | 7 | 0 |
| Aug 2017 | $345.5M | $345.5M | $0 | 6 | 200 |
| Mar 2017 | $345.5M | $345.5M | $0 | 6 | 200 |
| Nov 2016 | $316.8M | $316.8M | $0 | 5 | 200 |
| May 2016 | $316.8M | $316.8M | $0 | 5 | 200 |
| Mar 2016 | $316.8M | $316.8M | $0 | 5 | 200 |
| Feb 2016 | $316.8M | $316.8M | $0 | 5 | 200 |
| Dec 2015 | $311.8M | $311.8M | $0 | 5 | 200 |
| Sep 2015 | $311.8M | $311.8M | $0 | 5 | 200 |
| Mar 2015 | $311.8M | $311.8M | $0 | 5 | 200 |
| Sep 2014 | $279M | $279M | $0 | 6 | 100 |
| Mar 2014 | $279M | $279M | $0 | 6 | 100 |
| Apr 2013 | $201M | $201M | $0 | 5 | 100 |
| Apr 2013 | $201M | $201M | $0 | 5 | 100 |
| Mar 2013 | $201M | $201M | $0 | 5 | 100 |
| Apr 2012 | $162M | $162M | $0 | 1 | 119 |
| Mar 2012 | $162M | $162M | $0 | 1 | 119 |
| Nov 2011 | $157.1M | $157.1M | $0 | 5 | -- |
| Feb 2011 | $122.8M | $122.8M | $0 | 5 | -- |
| Mar 2008 | $115.9M | $115.9M | $0 | 5 | -- |
| Mar 2007 | $102.6M | $102.6M | $0 | 5 | -- |
| Mar 2006 | $75.2M | $75.2M | $0 | 5 | -- |
| Feb 2005 | $53.7M | $53.7M | $0 | 5 | -- |
| Dec 2003 | $49.2M | $0 | $49.2M | 5 | -- |
| Mar 2002 | $46.9M | $0 | $46.9M | 5 | -- |
DateJun 2022
Total AUM$667.4M
Discretionary$666.6M
Non-Disc.$795K
Employees4
Clients0
DateApr 2022
Total AUM$667.4M
Discretionary$666.6M
Non-Disc.$795K
Employees4
Clients0
DateFeb 2022
Total AUM$667.4M
Discretionary$666.6M
Non-Disc.$795K
Employees4
Clients0
DateFeb 2022
Total AUM$667.4M
Discretionary$666.6M
Non-Disc.$795K
Employees4
Clients0
DateJan 2022
Total AUM$534.3M
Discretionary$533.7M
Non-Disc.$562.4K
Employees6
Clients0
DateOct 2021
Total AUM$534.3M
Discretionary$533.7M
Non-Disc.$562.4K
Employees6
Clients0
DateOct 2021
Total AUM$534.3M
Discretionary$533.7M
Non-Disc.$562.4K
Employees6
Clients0
DateOct 2021
Total AUM$534.3M
Discretionary$533.7M
Non-Disc.$562.4K
Employees6
Clients0
DateMar 2021
Total AUM$534.3M
Discretionary$533.7M
Non-Disc.$562.4K
Employees6
Clients0
DateNov 2020
Total AUM$490.2M
Discretionary$489.7M
Non-Disc.$503.5K
Employees10
Clients0
DateJun 2020
Total AUM$490.2M
Discretionary$489.7M
Non-Disc.$503.5K
Employees10
Clients0
DateMar 2020
Total AUM$490.2M
Discretionary$489.7M
Non-Disc.$503.5K
Employees10
Clients0
DateMar 2020
Total AUM$490.2M
Discretionary$489.7M
Non-Disc.$503.5K
Employees10
Clients0
DateOct 2019
Total AUM$398.9M
Discretionary$398.5M
Non-Disc.$385.1K
Employees7
Clients0
DateOct 2019
Total AUM$398.9M
Discretionary$398.5M
Non-Disc.$385.1K
Employees7
Clients0
DateMay 2019
Total AUM$398.9M
Discretionary$398.5M
Non-Disc.$385.1K
Employees7
Clients0
DateMar 2019
Total AUM$398.9M
Discretionary$398.5M
Non-Disc.$385.1K
Employees7
Clients0
DateOct 2018
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees6
Clients200
DateNov 2016
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees5
Clients200
DateMay 2016
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees5
Clients200
DateFeb 2016
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees5
Clients200
DateDec 2015
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees5
Clients200
DateSep 2015
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees5
Clients200
DateSep 2014
Total AUM$279M
Discretionary$279M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$279M
Discretionary$279M
Non-Disc.$0
Employees6
Clients100
DateApr 2013
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees5
Clients100
DateApr 2013
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees5
Clients100
DateApr 2012
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees1
Clients119
DateMar 2012
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees1
Clients119
DateNov 2011
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$49.2M
Discretionary$0
Non-Disc.$49.2M
Employees5
Clients--
DateMar 2002
Total AUM$46.9M
Discretionary$0
Non-Disc.$46.9M
Employees5
Clients--