Bernard Wealth Management Corp.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 159533
- SEC number
- 801-119146
- Firm type
- RIA
- Assets under management
- $314.2M as of Mar 29, 2026
- Website
- www.facebook.com/BERNARDWEALTHMANAGEMENT ↗
- Phone
- 248-556-2900
- Address
- 360 N. Main St., Royal Oak, MI, 48067
Advisors at this firm
3 in our index · page 1 of 1
-
Kenneth Mark BernardCRD 4713729 · Royal Oak, MIIA Registered
-
Deanna Joyce HarlessCRD 5321682 · Royal Oak, MIIA RegisteredRegistration inactive
-
Andrew Paul NiedermeierCRD 3008502 · Lone Tree, COIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 159533 ↗
FINRA BrokerCheck record for firm CRD 159533 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.