# Bernard & Johnson

Bernard & Johnson is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** bernardandjohnson.com

## Regulatory record

- **CRD number:** 283871
- **SEC file number:** 801-134382
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283871

## About

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.

## Sectors

- Wealth Management & Advisory

## 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.

## Related profiles

- [Bentoak Capital](https://altss.com/profile/bentoak-capital)
- [BERRY WEALTH GROUP](https://altss.com/profile/berry-wealth-group)

---

Last updated: 2026-07-06T01:24:12.422Z

Canonical page: https://altss.com/profile/bernard-and-johnson-family-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology