BERNARDO WEALTH PLANNING LLC

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Bernardo Wealth Planning is based out of Harleysville. Bernardo Wealth Planning is a large advisory firm with 575 clients and discretionary assets under management (AUM) of $347,459,257 (Form ADV from 2018-11-15). Their last reported 13F filing for Q4 2018 included $113,076,000 in managed 13F securities and a top 10 holdings concentration of 40.83%. Bernardo Wealth Planning's largest holding is Vanguard Mega Cap 300 Growth Index ETF with shares held of 129,903. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.57%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BERNARDO WEALTH PLANNING, LLC
Classified as Hedge Fund
464 MAIN STREET
HARLEYSVILLE PA    19438
Country: United States

Business Phone: 267-500-1080
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 9
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 380,576
Total Number of Clients: 575
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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BERNARDO WEALTH PLANNING, LLC

ownership team - last updated 2018-11-15
Name Title Start Date Direct/Indirect % Ownership
BERNARDO, NICHOLAS, ANTHONY MANAGING PARTNER 05/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC MANAGING PARTNER direct 2017-05-01
BERNARDO, ANTHONY PARTNER, CFO 05/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC PARTNER, CFO direct 2017-05-01
BERNARDO, ROSE, ALYSSA PARTNER 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC PARTNER direct 2017-05-01
ROTH, WILLIAM, JOHN PARTNER, CCO 05/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC PARTNER, CCO direct 2017-05-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
B CAPITAL FUND I, LP United States 805-9477377618 Other Private Fund PRIVATE EQUITY AND VENTURE 0 100,000 Fund of Funds

BERNARDO WEALTH PLANNING, LLC

ownership team - last updated 2018-06-29
Name Title Start Date Direct/Indirect % Ownership
BERNARDO, NICHOLAS, ANTHONY MANAGING PARTNER 05/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC MANAGING PARTNER direct 2017-05-01
BERNARDO, ANTHONY PARTNER, CFO 05/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC PARTNER, CFO direct 2017-05-01
BERNARDO, ROSE, ALYSSA PARTNER 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC PARTNER direct 2017-05-01
ROTH, WILLIAM, JOHN PARTNER, CCO 05/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERNARDO WEALTH PLANNING, LLC PARTNER, CCO direct 2017-05-01

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