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Bernard & Johnson
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is an SEC-registered investment adviser in Pasadena, CA, since 2025. The firm manages $113 million in assets, $108...
Overview
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is an SEC-registered investment adviser in Pasadena, CA, since 2025. The firm manages $113 million in assets, $108 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What is Bernard & Johnson's investment model — does it run proprietary funds or allocate to external managers?
The firm does not publicly operate proprietary pooled funds. It functions as a planning-led advisory practice that constructs client portfolios using external investment managers, with assets custodied at third-party institutions. This model positions Bernard & Johnson as an allocator and fiduciary, not as an asset manager manufacturing its own financial products.
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