BERNARDO WEALTH PLANNING, LLC

CRD

288705

SEC file #

801-110661

EIN

812605660

DBA names

Wellfull

Economics

AUM

$866.4M

AUM band

$500M-$1B

AUM trajectory

'20 · $348.8M

'21 · $418.1M

'22 · $351.8M

'23 · $503.4M

'25 · $755.9M

'26 · $866.4M

'20'26

$348.8M → $866.4M▲ +148%

sec adv history

Client mix

Individuals Other	495
Individuals High Net Worth	289
Corporations	9
Pooled Investment Vehicles	8

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 9 advisors

'21 · 8 advisors

'22 · 6 advisors

'23 · 5 advisors

'25 · 9 advisors

'26 · 7 advisors

'20'26

9 advisors → 7 advisors▼ -22%

sec adv history

Primary office

HARLEYSVILLE PA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/11/2026

youtube.com/channel/ucsuck9bdu5nmjq8dowrm3fw

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BERNARDO, NICHOLAS, ANTHONY

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BERNARDO, NICHOLAS, ANTHONY

SWAYZE, ASHLEIGH, COOPER

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:youtube.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

13,873

Form 5500 Compensation Trajectory 3y

2025

13,873

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

13,873

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001765595

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-02-14

Edgar Last Filing Date

2026-04-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-15

Accession0001765595-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4138

Soi Zip Pct 200k Plus

0.1748

Soi Zip Returns 200k Plus

2,210

Soi Zip Total AGI

1,608,628

Fdic Zip Total Deposits

19,472,578,000

Fdic Zip Branch Count

141

Fdic Zip Top Banks

The Harleysville National Bank and Trust Company

Harleysville Savings Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

272 RUTH RD.HARLEYSVILLE, PA 19438

Business

272 RUTH RD.HARLEYSVILLE, PA 19438

Edgar EIN

812605660

Edgar Recent Filings

13F-HR2026-04-15 · 0001765595-26-000002

13F-HR2026-01-26 · 0001765595-26-000001

Fdic Zip Branches Raw

Meridian BankHarleysville, PA

Harleysville Savings BankHarleysville, PA

Fdic Zip HHI

1480.01

Fdic Zip Top Bank Share Pct

25.88

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	28,526
Returns	2,810

Stub 2

AGI	66,922
Returns	1,790

Stub 3

AGI	97,929
Returns	1,580

Soi Zip Total Business Income

39,918

Soi Zip Total Cap Gains

67,593

Soi Zip Total Dividends

40,381

Soi Zip Total Returns

12,640

Top Owner CRD

5246863

Trust Company Affiliate