BERNARD WEALTH MANAGEMENT CORP.
CRD #159533 SEC #801-119146 ROYAL OAK, MI 248-556-2900
SEC Registered
Total AUM
$278.4M
Discretionary
$260.2M
Employees
5
Clients
26
Accounts
788
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $278.4M | $260.2M | $18.2M | 5 | 328 |
| Mar 2024 | $158.9M | $142.1M | $16.8M | 5 | 2 |
| Mar 2023 | $143.8M | $128.4M | $15.4M | 5 | 0 |
| Mar 2022 | $170.8M | $147.1M | $23.7M | 4 | 0 |
| Feb 2022 | $136.4M | $118.1M | $18.3M | 4 | 0 |
| Oct 2021 | $136.4M | $118.1M | $18.3M | 4 | 0 |
| Sep 2021 | $136.4M | $118.1M | $18.3M | 4 | 0 |
| Sep 2021 | $136.4M | $118.1M | $18.3M | 4 | 0 |
| Mar 2021 | $136.4M | $118.1M | $18.3M | 4 | 0 |
| Jul 2020 | $105.4M | $93.2M | $12.1M | 4 | 0 |
| Jun 2020 | $105.4M | $93.2M | $12.1M | 4 | 0 |
DateMar 2025
Total AUM$278.4M
Discretionary$260.2M
Non-Disc.$18.2M
Employees5
Clients328
DateMar 2024
Total AUM$158.9M
Discretionary$142.1M
Non-Disc.$16.8M
Employees5
Clients2
DateMar 2023
Total AUM$143.8M
Discretionary$128.4M
Non-Disc.$15.4M
Employees5
Clients0
DateMar 2022
Total AUM$170.8M
Discretionary$147.1M
Non-Disc.$23.7M
Employees4
Clients0
DateFeb 2022
Total AUM$136.4M
Discretionary$118.1M
Non-Disc.$18.3M
Employees4
Clients0
DateOct 2021
Total AUM$136.4M
Discretionary$118.1M
Non-Disc.$18.3M
Employees4
Clients0
DateSep 2021
Total AUM$136.4M
Discretionary$118.1M
Non-Disc.$18.3M
Employees4
Clients0
DateSep 2021
Total AUM$136.4M
Discretionary$118.1M
Non-Disc.$18.3M
Employees4
Clients0
DateMar 2021
Total AUM$136.4M
Discretionary$118.1M
Non-Disc.$18.3M
Employees4
Clients0
DateJul 2020
Total AUM$105.4M
Discretionary$93.2M
Non-Disc.$12.1M
Employees4
Clients0
DateJun 2020
Total AUM$105.4M
Discretionary$93.2M
Non-Disc.$12.1M
Employees4
Clients0