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

Clients

Accounts

2,370

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 24, 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
BENFIELD, TIFFANY, ANN	I	CHIEF OPERATING OFFICER	NA
BENFIELD, TIFFANY, ANN	I	CHIEF OPERATING OFFICER	NA
Bernardo, John, Anthony	I	CHIEF OPERATING OFFICER	NA
Bernardo, John, Anthony	I	CHIEF OPERATING OFFICER	NA
Bernardo, John, Anthony	I	CHIEF OPERATING OFFICER	NA
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RITTENHOUSE, MATTHEW, RYAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
SWAYZE, ASHLEIGH, COOPER	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	E	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	D	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	D	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	D	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	D	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	D	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, ANTHONY	I	PARTNER, CFO	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, NICHOLAS, ANTHONY	I	MANAGING PARTNER	C	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	C	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	C	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	C	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	C	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	C	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
BERNARDO, ROSE, ALYSSA	I	PARTNER	B	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control
ROTH, WILLIAM, JOHN	I	PARTNER, CCO	A	Control

Registrations

Federal

Oct 24, 2025 REGISTERED

Notice Filings (9)

DE FL MD NH NJ NY PA TX VA

Address

272 RUTH ROAD
HARLEYSVILLE, PA 19438
United States

Phone: 267-500-1080