CRD: 283871
Bernard & Johnson Family Wealth Management
$113.1M Total AUM
$107.8M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex ridgeMatrix
- Established Date
- 06-30-2016
- Office Locations
- 1
Office Locations
201 S. Lake Avenue Suite 502 Pasadena CA
About Bernard & Johnson Family Wealth Management
Bernard & Johnson Family Wealth Management is a Pasadena, CA RIA focused on serving families with comprehensive, goals-based financial planning. The team helps simplify complex households with coordinated investment management, trusts/estate and tax planning, and ongoing discipline. Portfolios emphasize asset allocation and risk management using public funds and ETFs, with custody at Charles Schwab.
Team overview
55 AVG AGE
$56.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Asset Classes
Momentum
Custodian
Peak North Ember timber Pioneer ember Capital Fusion
Investment Themes
Harbor Peak summit
Investment Vehicles
Ridge
Services
Zenith matrix Crest foundation Legacy Catalyst pathway Pioneer Peak Atlas
Technology
Ember timber Value vital
Owner & Executives
M
MICHAEL LEONARD BERNARD
Chief Compliance Officer, Partner
- CRD
- #2410469
- Ownership
- Less than 5%
(215) 373-3955
horizon.vertex@pathwaycapital.com
in linkedin.com/in/ember-matrix
RACHAEL MARIE JOHNSON
Sr Project Manager
- CRD
- #4343749
- Ownership
- Less than 5%
(950) 207-2920
beacon.delta@legacycapital.com
in linkedin.com/in/pioneer-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,793,926 | $533,633 |
| Non-Discretionary | $5,283,110 | $377,365 |
| Total | $113,077,036 | $523,505 |
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Separately Managed Accounts
Total SMA Asset: $113,077,036
Public Funds:
39.7% Equity - Exchange:
18.1% Cash:
42.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,217,276,152 | 39.7% |
| Equity - Exchange | $1,010,899,203 | 18.1% |
| Cash | $2,356,903,114 | 42.2% |
| Total | $5,585,078,469 | 100.0% |