BERNARD & JOHNSON, LLC
Legal name: BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
CRD #283871 SEC #801-134382 PASADENA, CA (626) 405-2920
SEC Registered
Total AUM
$105.5M
Discretionary
$96.4M
Employees
2
Clients
1
Accounts
217
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $105.5M | $96.4M | $9.1M | 2 | 0 |
| Aug 2025 | $105.5M | $96.4M | $9.1M | 2 | 0 |
| Sep 2016 | $47.4M | $47.4M | $0 | 2 | 26 |
| Aug 2016 | $0 | $0 | $0 | 2 | 0 |
| Jun 2016 | $0 | $0 | $0 | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$105.5M
Discretionary$96.4M
Non-Disc.$9.1M
Employees2
Clients0
DateAug 2025
Total AUM$105.5M
Discretionary$96.4M
Non-Disc.$9.1M
Employees2
Clients0
DateSep 2016
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees2
Clients26
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0