Bernicke Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Altoona, WI. Its latest Form ADV filing, dated April 28, 2026, reports $887M in regulatory assets under management, 26 employees, 3 offices, and 2,606 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.1% of total clients.
Top client categories% of clientsClients
1
Individuals
59.1%
513
2
HNWI
40.9%
355
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$887Mas of April 28, 2026
Discretionary99.9%
$887M
100% of total RAUM99.9%
Non-discretionary0.1%
$668K
0% of total RAUM0.1%
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$887M
Total Accounts2,606
10Y AUM Change+$887M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee33:1
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.