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Bernard Wealth Management Corp.

Bernard Wealth Management Corp.. CRD 159533

Bernard Wealth Management Corp. logo

CRD: 159533

Bernard Wealth Management Corp.

Royal OAK, MI, 48067
2485562900
www.bernard-wealth.com
$314.2M Total AUM
$293.1M Disc. AUM
30.7% 3Y CAGR
4 Employees
341 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
12-06-2011
Office Locations
2

Office Locations

360 N. Main ST Suite 430 Royal OAK MI
-- Lone Tree CO

About Bernard Wealth Management Corp.

Bernard Wealth Management is a Royal Oak, MI fee-only RIA providing financial planning and discretionary portfolio management, integrating investment, tax and estate planning, retirement plan guidance (401(k)/profit sharing) and insurance solutions. Their process centers on an Investment Policy Statement and ongoing reviews, with research- and quantitative-driven stock selection. Client assets are typically custodied at Charles Schwab.

Team overview

47 AVG AGE
$104.7M AVG AUM / ADVISOR
$921.5K AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Unison Capital fusion

Client Personas

Catalyst fusion

Custodian

Foundation vital Crest

Investment Themes

Atlas

Investment Vehicles

Zenith

Platform

Matrix

Services

Bridge Focus catalyst Foundation capital Value frontier Element Legacy summit Pathway momentum Harbor catalyst Horizon insight North

Owner & Executives

KENNETH MARK BERNARD

KENNETH MARK BERNARD

President

CRD
#4713729
Ownership
75% or more
(627) 859-4614
focus.vector@oakcapital.com
in linkedin.com/in/unison-ridge
Andrew Paul Niedermeier

Andrew Paul Niedermeier

Chief Investment Officer, Partner

CRD
#3008502
Ownership
10% but less than 25%
(865) 333-6031
catalyst.timber@pioneercapital.com
in linkedin.com/in/summit-alpha
P

Peak beacon

Prime capital

CRD
#80319
Ownership
34.1%
(579) 696-4159
optima.pioneer@harborcapital.com
in linkedin.com/in/timber-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
03-30-2023
03-29-2024
03-21-2025
03-29-2026
Category Assets AVG. Account size
Discretionary $293,149,920 $348,573
Non-Discretionary $21,095,584 $3,013,655
Total $314,245,504 $370,573

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Separately Managed Accounts

Total SMA Asset: $314,245,504

$314.2M Total SMA
Public Funds:
46.3%
Equity - Exchange:
14.7%
Municipal Bonds:
28.3%
Cash:
10.7%
Asset class Assets Assets %
Public Funds $649,184,985 46.3%
Equity - Exchange $206,112,728 14.7%
Municipal Bonds $396,802,054 28.3%
Cash $150,027,631 10.7%
Total $1,402,127,398 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FOCUS VALUE SUMMIT HARBOR CAPITAL TN4TA8R0N WPS 11.21% $26,652,217
RADIAL RADIAL CAPITAL PIONEER 4ME18X5GG KAGH 7.82% $108,414,456
OPTIMA MOMENTUM OAK MATRIX QOZ29KT35 NGJK 11.43% $92,864,552
UNISON RADIAL HARBOR BEACON AKILIIAON ABWH 10.91% $90,435,670
WAVE QUANTUM FOUNDATION EAGLE Z361TK80N IDHR 2.76% $60,964,628
OPTIMA ZENITH ELEMENT SIGNAL CAPITAL HOU47KPNO QRQQC 5.69% $1,306,077
ZENITH RIDGE WAVE BEACON Y68V7HZ70 LIYVR 1.41% $74,627,235
OAK EAGLE UNISON GLACIER 8RL41U9GX TVG 12.48% $1,273,211

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