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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 19, 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, MICHAEL, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNARD, MICHAEL, LEONARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNARD, MICHAEL, LEONARD | I | TRUSTEE | NA | Control |
| JOHNSON, RACHAEL, MARIE | I | TRUSTEE | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND INTERIM CCO | E | Control |
| BERNARD, MICHAEL, LEONARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BERNARD, MICHAEL, LEONARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BERNARD, MICHAEL, LEONARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BERNARD, MICHAEL, LEONARD | I | PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MICHAEL BERNARD SEPARATE PROPERTY TRUST | DE | TRUST | D | Control |
| MICHAEL BERNARD SEPARATE PROPERTY TRUST | DE | TRUST | D | Control |
| JOHNSON, RACHAEL, MARIE | I | PARTNER | C | Control |
| JOHNSON, RACHAEL, MARIE | I | PARTNER | C | Control |
| JOHNSON, RACHAEL, MARIE | I | PARTNER | C | Control |
| JOHNSON, RACHAEL, MARIE | I | PARTNER | C | Control |
| RACHAEL JOHNSON REVOCABLE TRUST | DE | TRUST | C | Control |
| RACHAEL JOHNSON REVOCABLE TRUST | DE | TRUST | C | Control |
Registrations
Federal
IA
Sep 19, 2025 REGISTERED
Notice Filings (3)
CA OR TX
Address
201 S. LAKE AVENUESUITE 502
PASADENA, CA 91101
United States
Phone: (626) 405-2920