BERNICKE WEALTH MANAGEMENT, LTD.
CRD #164892 SEC #801-77179 ALTOONA, WI (715) 832-1173
SEC Registered
Total AUM
$344.1M
Discretionary
$344.1M
Employees
17
Clients
251
Accounts
1,589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $344.1M | $344.1M | $0 | 17 | 2 |
| Mar 2020 | $344.1M | $344.1M | $0 | 17 | 2 |
| Jan 2020 | $268.7M | $268.7M | $0 | 23 | 1 |
| Dec 2019 | $268.7M | $268.7M | $0 | 23 | 1 |
| Nov 2019 | $268.7M | $268.7M | $0 | 23 | 1 |
| Mar 2019 | $268.7M | $268.7M | $0 | 23 | 1 |
| Mar 2018 | $249.4M | $249.4M | $0 | 26 | 0 |
| May 2017 | $201.5M | $201.5M | $0 | 26 | 600 |
| Mar 2017 | $201.5M | $201.5M | $0 | 26 | 600 |
| Jun 2016 | $173.6M | $173.6M | $0 | 23 | 500 |
| Jun 2016 | $173.6M | $173.6M | $0 | 23 | 500 |
| Mar 2016 | $173.6M | $173.6M | $0 | 23 | 500 |
| Mar 2015 | $156.5M | $156.5M | $0 | 19 | 400 |
| Mar 2014 | $132.3M | $132.3M | $0 | 19 | 400 |
| Dec 2013 | $105.8M | $105.8M | $0 | 17 | 300 |
| May 2013 | $105.8M | $105.8M | $0 | 17 | 300 |
| Jan 2013 | $105.8M | $105.8M | $0 | 17 | 300 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateJun 2020
Total AUM$344.1M
Discretionary$344.1M
Non-Disc.$0
Employees17
Clients2
DateMar 2020
Total AUM$344.1M
Discretionary$344.1M
Non-Disc.$0
Employees17
Clients2
DateJan 2020
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees23
Clients1
DateDec 2019
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees23
Clients1
DateNov 2019
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees23
Clients1
DateMar 2019
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees23
Clients1
DateMar 2018
Total AUM$249.4M
Discretionary$249.4M
Non-Disc.$0
Employees26
Clients0
DateMay 2017
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees26
Clients600
DateMar 2017
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees26
Clients600
DateJun 2016
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients500
DateJun 2016
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients500
DateMar 2016
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients500
DateMar 2015
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees19
Clients400
DateMar 2014
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees19
Clients400
DateDec 2013
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees17
Clients300
DateMay 2013
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees17
Clients300
DateJan 2013
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees17
Clients300
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0