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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

BERNARD & JOHNSON, LLC, CRD 283871

PASADENA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c17e9298-875c-634c-cfec-ac6ec626cfb2

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: May 5, 2016 to Jul 2, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Bernard & Johnson Family Wealth Management

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $113MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $108M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $56.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 216
Individual clients: 59
High net worth clients: 30
SEC number: 801-134382
CRD: 283871
Filings on the tape: 8
First filed: May 5, 2016
Latest filed: Jul 2, 2026
Organised: Limited Liability Company, CA
Website: bernardandjohnson.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL LEONARD BERNARD	Certified Financial Planner	PASADENA, CA	10	32	2	no
RACHAEL MARIE JOHNSON	Certified Financial Planner	PASADENA, CA	10	25	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERNARD, MICHAEL, LEONARD	PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	06/2016	Jun 6, 2016	Sep 14, 2016
JOHNSON, RACHAEL, MARIE	Partner	C	yes	06/2016	Jun 6, 2016	Sep 14, 2016

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$113M	$108M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$113M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Jul 5, 2016	Jul 1, 2016	PASADENA, CA	Team lift out	Wirehouse to new firm	0.2%

Relationships

Registered with (2)

← RACHAEL MARIE JOHNSONAdvisorregistration: current employment
Jul 1, 2016 to presentfactForm ADV
← MICHAEL LEONARD BERNARDAdvisorregistration: current employment
Jun 30, 2016 to presentfactForm ADV

Controls (2)

← BERNARD, MICHAEL, LEONARDOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 6, 2016 to Sep 14, 2016factForm ADV
← JOHNSON, RACHAEL, MARIEOwnerPARTNER, ownership code C, individual
Jun 6, 2016 to Sep 14, 2016factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Jul 5, 2016 to Jul 1, 2016factForm ADV

Dated events

Occurred
May 5, 2016
First Form ADV filing
Bjw Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c17e9298-875c-634c-cfec-ac6ec626cfb2
First observed: May 5, 2016
Last observed: Jul 2, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

BERNARD & JOHNSON, LLC, CRD 283871

PASADENA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c17e9298-875c-634c-cfec-ac6ec626cfb2

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL LEONARD BERNARD

Certified Financial Planner

PASADENA, CA

RACHAEL MARIE JOHNSON

Certified Financial Planner

PASADENA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNARD, MICHAEL, LEONARD

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

06/2016

Jun 6, 2016

Sep 14, 2016

JOHNSON, RACHAEL, MARIE

Partner

yes

06/2016

Jun 6, 2016

Sep 14, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$113M

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$113M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Jul 5, 2016

Jul 1, 2016

PASADENA, CA

Team lift out

Wirehouse to new firm

0.2%