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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARLESS, DEANNA, JOYCE | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERNARD, KENNETH, MARK | I | PRESIDENT | E | Control |
| BERNARD, KENNETH, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| Niedermeier, Andrew, Paul | I | CHIEF INVESTMENT OFFICER | B | Control |
| Niedermeier, Andrew, Paul | I | CHIEF INVESTMENT OFFICER | B | Control |
| Niedermeier, Andrew, Paul | I | CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (13)
CA CO DC FL LA MA MD MI NY OH TX VA WA
Address
360 N. MAIN ST.SUITE 430
ROYAL OAK, MI 48067
United States
Phone: 248-556-2900