Bernard Wealth Management Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Royal Oak, MI. Its latest Form ADV filing, dated March 29, 2026, reports $314M in regulatory assets under management, 4 employees, 2 offices, and 848 accounts.
Assets Under Management
$314M
Employees
4
Offices
2 offices
Total Clients
337
Primary office
ROYAL OAK, MI
360 N. MAIN ST., SUITE 430, ROYAL OAK, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
211
2
HNWI
34.4%
116
3
Pension Plans
2.1%
7
4
Charitable
0.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of March 29, 2026
Discretionary93.3%
$293M
93% of total RAUM93.3%
Non-discretionary6.7%
$21M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$314M
Total Accounts848
10Y AUM Change+$209M (+198.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee84:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.