B
$887.4M Total AUM
$886.7M Disc. AUM
-- 3Y CAGR
26 Employees
868 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2025
- Office Locations
- 3
Office Locations
11100 Wayzata Blvd. Minnetonka MN
1565 Bluestem Blvd. Altoona WI
1625 Radio Drive Suite 110 Woodbury MN
About Bernicke Wealth Management
Bernicke Wealth Management is a Altoona-based RIA with 3 offices. The firm has been operating for 1 years. Managing $887.4M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
33 AVG AGE
$147.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.9 yrs AVG TENURE
26 Employees
6 Advisory Reps
6 RIA Reps
1yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TY ALAN BERNICKE
PRINCIPAL
- CRD
- #2936490
- Ownership
- 75% or more
Available
Available
Available
P
PAIGE ELIZABETH LOGSLETT
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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Katherine Jade Aubart
--
- CRD
- #6613881
Available
Available
Available
B
Brody Bernicke
--
- CRD
- #7515411
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $886,726,062 | $340,655 |
| Non-Discretionary | $668,273 | $222,758 |
| Total | $887,394,335 | $340,520 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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