BERNARDO WEALTH PLANNING, LLC
CRD #288705 SEC #801-110661 HARLEYSVILLE, PA 267-500-1080
SEC Registered Private Funds
Total AUM
$755.9M
Discretionary
$755.9M
Employees
10
Clients
51
Accounts
2,370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $755.9M | $755.9M | $0 | 10 | 25 |
| Jun 2025 | $755.9M | $755.9M | $0 | 10 | 25 |
| May 2025 | $755.9M | $755.9M | $0 | 10 | 25 |
| Mar 2025 | $755.9M | $755.9M | $0 | 10 | 25 |
| Feb 2025 | $609.8M | $609.8M | $0 | 10 | 25 |
| Jan 2025 | $609.8M | $609.8M | $0 | 10 | 25 |
| Sep 2024 | $609.8M | $609.8M | $0 | 10 | 25 |
| May 2024 | $609.8M | $609.8M | $0 | 10 | 25 |
| Apr 2024 | $609.8M | $609.8M | $0 | 10 | 25 |
| Mar 2024 | $609.8M | $609.8M | $0 | 10 | 25 |
| Oct 2023 | $499.6M | $499.6M | $0 | 10 | 25 |
| Sep 2023 | $499.6M | $499.6M | $0 | 10 | 25 |
| Jul 2023 | $499.6M | $499.6M | $0 | 10 | 25 |
| May 2023 | $499.6M | $499.6M | $0 | 10 | 25 |
| Mar 2023 | $499.6M | $499.6M | $0 | 10 | 25 |
| Apr 2022 | $503.4M | $503.4M | $0 | 11 | 25 |
| Mar 2022 | $503.4M | $503.4M | $0 | 11 | 25 |
| Dec 2021 | $351.8M | $351.8M | $0 | 9 | 15 |
| Oct 2021 | $351.8M | $351.8M | $0 | 9 | 15 |
| Oct 2021 | $351.8M | $351.8M | $0 | 9 | 15 |
| Sep 2021 | $351.8M | $351.8M | $0 | 9 | 15 |
| Apr 2021 | $351.8M | $351.8M | $0 | 9 | 15 |
| Mar 2021 | $351.8M | $351.8M | $0 | 9 | 15 |
| Dec 2020 | $418.1M | $418.1M | $0 | 10 | 15 |
| Sep 2020 | $418.1M | $418.1M | $0 | 10 | 15 |
| Jun 2020 | $418.1M | $418.1M | $0 | 10 | 15 |
| Mar 2020 | $418.1M | $418.1M | $0 | 10 | 15 |
| Jul 2019 | $348.8M | $348.8M | $0 | 11 | 15 |
| Apr 2019 | $348.8M | $348.8M | $0 | 11 | 15 |
| Mar 2019 | $348.8M | $348.8M | $0 | 11 | 15 |
| Nov 2018 | $347.5M | $347.5M | $0 | 9 | 14 |
| Jun 2018 | $312.7M | $312.7M | $0 | 9 | 14 |
| Mar 2018 | $329.6M | $316.2M | $13.4M | 9 | 0 |
| Jan 2018 | $163.4M | $163.4M | $0 | 8 | 0 |
| Dec 2017 | $163.4M | $163.4M | $0 | 8 | 0 |
| Oct 2017 | $163.4M | $163.4M | $0 | 4 | 0 |
| Sep 2017 | $0 | $0 | $0 | 4 | 0 |
| May 2017 | $0 | $0 | $0 | 4 | 0 |
| May 2017 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$755.9M
Discretionary$755.9M
Non-Disc.$0
Employees10
Clients25
DateJun 2025
Total AUM$755.9M
Discretionary$755.9M
Non-Disc.$0
Employees10
Clients25
DateMay 2025
Total AUM$755.9M
Discretionary$755.9M
Non-Disc.$0
Employees10
Clients25
DateMar 2025
Total AUM$755.9M
Discretionary$755.9M
Non-Disc.$0
Employees10
Clients25
DateFeb 2025
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees10
Clients25
DateJan 2025
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees10
Clients25
DateSep 2024
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees10
Clients25
DateMay 2024
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees10
Clients25
DateApr 2024
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees10
Clients25
DateMar 2024
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees10
Clients25
DateOct 2023
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees10
Clients25
DateSep 2023
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees10
Clients25
DateJul 2023
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees10
Clients25
DateMay 2023
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees10
Clients25
DateMar 2023
Total AUM$499.6M
Discretionary$499.6M
Non-Disc.$0
Employees10
Clients25
DateApr 2022
Total AUM$503.4M
Discretionary$503.4M
Non-Disc.$0
Employees11
Clients25
DateMar 2022
Total AUM$503.4M
Discretionary$503.4M
Non-Disc.$0
Employees11
Clients25
DateDec 2021
Total AUM$351.8M
Discretionary$351.8M
Non-Disc.$0
Employees9
Clients15
DateOct 2021
Total AUM$351.8M
Discretionary$351.8M
Non-Disc.$0
Employees9
Clients15
DateOct 2021
Total AUM$351.8M
Discretionary$351.8M
Non-Disc.$0
Employees9
Clients15
DateSep 2021
Total AUM$351.8M
Discretionary$351.8M
Non-Disc.$0
Employees9
Clients15
DateApr 2021
Total AUM$351.8M
Discretionary$351.8M
Non-Disc.$0
Employees9
Clients15
DateMar 2021
Total AUM$351.8M
Discretionary$351.8M
Non-Disc.$0
Employees9
Clients15
DateDec 2020
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees10
Clients15
DateSep 2020
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees10
Clients15
DateJun 2020
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees10
Clients15
DateMar 2020
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees10
Clients15
DateJul 2019
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees11
Clients15
DateApr 2019
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees11
Clients15
DateMar 2019
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees11
Clients15
DateNov 2018
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees9
Clients14
DateJun 2018
Total AUM$312.7M
Discretionary$312.7M
Non-Disc.$0
Employees9
Clients14
DateMar 2018
Total AUM$329.6M
Discretionary$316.2M
Non-Disc.$13.4M
Employees9
Clients0
DateJan 2018
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2017
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0