BERNARD CAROLI WEALTH MANAGEMENT INC.
Legal name: BCS PRIVATE WEALTH MANAGEMENT
CRD #174761 SEC #801-89173 RUMSON, NJ 732-291-7272
SEC Registered Private Funds
Total AUM
$405.9M
Discretionary
$405.8M
Employees
6
Clients
0
Accounts
548
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $405.9M | $405.8M | $103.3K | 6 | 1 |
| Jul 2024 | $339.9M | $339.8M | $51.2K | 6 | 1 |
| Feb 2024 | $339.9M | $339.8M | $51.2K | 6 | 1 |
| Jul 2023 | $245.8M | $245.7M | $79.2K | 6 | 1 |
| Mar 2023 | $245.8M | $245.7M | $79.2K | 6 | 1 |
| Mar 2022 | $281M | $280.8M | $156.6K | 6 | 0 |
| Sep 2021 | $196.7M | $196.3M | $365.2K | 5 | 5 |
| Apr 2021 | $196.7M | $196.3M | $365.2K | 5 | 5 |
| Mar 2021 | $196.7M | $196.3M | $365.2K | 5 | 5 |
| Jun 2020 | $169.6M | $169.4M | $276.5K | 4 | 0 |
| May 2020 | $169.6M | $169.4M | $276.5K | 4 | 0 |
| Mar 2020 | $169.6M | $169.4M | $276.5K | 4 | 0 |
| Sep 2019 | $126.7M | $125.9M | $756.1K | 4 | 0 |
| Mar 2019 | $126.7M | $125.9M | $756.1K | 4 | 0 |
| Mar 2018 | $110.1M | $109.2M | $840.7K | 4 | 1 |
| Mar 2017 | $110.9M | $108.8M | $2.1M | 3 | 26 |
| Mar 2016 | $101.3M | $100.5M | $781.9K | 3 | 26 |
| Dec 2015 | $102.8M | $101.8M | $990.7K | 3 | 26 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| Apr 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$405.9M
Discretionary$405.8M
Non-Disc.$103.3K
Employees6
Clients1
DateJul 2024
Total AUM$339.9M
Discretionary$339.8M
Non-Disc.$51.2K
Employees6
Clients1
DateFeb 2024
Total AUM$339.9M
Discretionary$339.8M
Non-Disc.$51.2K
Employees6
Clients1
DateJul 2023
Total AUM$245.8M
Discretionary$245.7M
Non-Disc.$79.2K
Employees6
Clients1
DateMar 2023
Total AUM$245.8M
Discretionary$245.7M
Non-Disc.$79.2K
Employees6
Clients1
DateMar 2022
Total AUM$281M
Discretionary$280.8M
Non-Disc.$156.6K
Employees6
Clients0
DateSep 2021
Total AUM$196.7M
Discretionary$196.3M
Non-Disc.$365.2K
Employees5
Clients5
DateApr 2021
Total AUM$196.7M
Discretionary$196.3M
Non-Disc.$365.2K
Employees5
Clients5
DateMar 2021
Total AUM$196.7M
Discretionary$196.3M
Non-Disc.$365.2K
Employees5
Clients5
DateJun 2020
Total AUM$169.6M
Discretionary$169.4M
Non-Disc.$276.5K
Employees4
Clients0
DateMay 2020
Total AUM$169.6M
Discretionary$169.4M
Non-Disc.$276.5K
Employees4
Clients0
DateMar 2020
Total AUM$169.6M
Discretionary$169.4M
Non-Disc.$276.5K
Employees4
Clients0
DateSep 2019
Total AUM$126.7M
Discretionary$125.9M
Non-Disc.$756.1K
Employees4
Clients0
DateMar 2019
Total AUM$126.7M
Discretionary$125.9M
Non-Disc.$756.1K
Employees4
Clients0
DateMar 2018
Total AUM$110.1M
Discretionary$109.2M
Non-Disc.$840.7K
Employees4
Clients1
DateMar 2017
Total AUM$110.9M
Discretionary$108.8M
Non-Disc.$2.1M
Employees3
Clients26
DateMar 2016
Total AUM$101.3M
Discretionary$100.5M
Non-Disc.$781.9K
Employees3
Clients26
DateDec 2015
Total AUM$102.8M
Discretionary$101.8M
Non-Disc.$990.7K
Employees3
Clients26
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0