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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| BERNARD, CHRISTOPHER, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CAROLI, JOHN, ARTHUR | I | DIRECTOR, PRESIDENT AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| CUMMINGS, CRAIG, DAVID | I | DIRECTOR AND SHAREHOLDER | C | Control |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B | |
| SCHIFF, DAVID, BAKER | I | DIRECTOR, SECRETARY AND SHAREHOLDER | B |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (8)
CA CO FL MD NH NJ NY TX
Address
47 WEST RIVER ROADSUITE B
RUMSON, NJ 07760
United States
Phone: 732-291-7272