# Bernard Wealth Management

Bernard Wealth Management is a Bank / Wealth / Trust based in Royal Oak, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Royal Oak, United States
- **Region:** North America
- **Address:** Royal Oak, MI, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** bernard-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/bernard-wealth-management-corp

## Regulatory record

- **CRD number:** 159533
- **SEC file number:** 801-119146
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-29T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159533

## About

Bernard Wealth Management was founded in 2011 in Michigan. It functions as a registered investment advisor serving multiple client types. The firm provides retirement planning, investment management, and wealth management services. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. No information on team size, additional offices, or recent operational events from the last 24 months is available. The firm maintains a standard wealth management structure without disclosed hybrid vehicles or succession details.

## Questions

### What services does Bernard Wealth Management provide?

The firm offers retirement planning, investment management, and wealth management to individuals, high-net-worth individuals, businesses, and charitable organizations.

### When was Bernard Wealth Management established?

The firm was established in 2011.

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Last updated: 2026-06-03T20:00:00.000Z

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

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