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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2017
- Office Locations
- 2
Office Locations
About Wellfull
WELLFULL (Bernardo Wealth Planning) is a Pennsylvania-based wealth planning firm providing retirement, investment, estate, family needs, and business succession planning. Portfolios follow a client-centered, theme-driven tactical approach using diversified, non-correlated vehicles across asset classes, blending passive and active management and leveraging third-party professional money managers. Custody includes Charles Schwab.
Team overview
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Accredited Investors
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
NICHOLAS ANTHONY BERNARDO
Managing Partner, Wealth Advisor
- CRD
- #5246863
- Ownership
- 75% or more
TIFFANY ANN BENFIELD
CHIEF OPERATING OFFICER
- CRD
- #5667366
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ROSE ALYSSA BERNARDO
Financial Advisor, General Partner
- CRD
- #4886286
ANTHONY BERNARDO JR JR
--
- CRD
- #726157
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $866,351,060 | $394,873 |
| Non-Discretionary | $0 | -- |
| Total | $866,351,060 | $394,873 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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