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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BERNHARDT WEALTH MANAGEMENT, INC.

CRD 109353

MCLEAN, VA

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:ecdafd4a-c3ef-46b4-21d7-b4664231bba6

Data as of Jun 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Mar 16, 2012 to Jun 30, 2022
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $667MItem 5.F on the latest filing (2022-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $667M
Private client RAUM: $640MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,040
Individual clients: 105
High net worth clients: 207
SEC number: 801-57320
CRD: 109353
Filings on the tape: 37
First filed: Mar 16, 2012
Latest filed: Jun 30, 2022
Organised: Corporation, Virginia

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
BERNHARDT, GORDON, JOEL	Owner	E	yes	01/2003	Mar 16, 2012	Jun 30, 2022
BERNHARDT, GORDON, JOEL	PRESIDENT / CEO	Na	yes	01/1995	Mar 16, 2012	Jun 30, 2022
GORDON J. BERNHARDT LIVING TRUST	Owner	D	yes	01/2003	Mar 16, 2012	Jun 30, 2022
VLASTO, SOLON, GEORGE	CHIEF COMPLIANCE OFFICER	B	yes	01/2016	Feb 11, 2016	Jun 30, 2022
ARMSTRONG, BONNIE, JANE	Owner	A	no	12/2014	Mar 31, 2015	Jun 30, 2022
KOEHL, TIMOTHY, STEPHEN	Owner	B	no	12/2014	Mar 31, 2015	Jun 30, 2022

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
2021	Feb 21, 2022	$667M	$667M	4	4	0	n/a	n/a
2020	Mar 26, 2021	$534M	$534M	6	6	0	n/a	n/a
2019	Mar 10, 2020	$490M	$490M	10	6	0	n/a	n/a
2018	Mar 22, 2019	$399M	$399M	7	6	0	n/a	n/a
2017	Mar 28, 2018	$427M	$427M	7	7	0	n/a	n/a
2016	Mar 28, 2017	$345M	$345M	6	6	n/a	n/a	n/a
2015	Feb 11, 2016	$317M	$317M	5	5	n/a	n/a	n/a
2014	Mar 31, 2015	$312M	$312M	5	5	n/a	n/a	n/a
2013	Mar 24, 2014	$279M	$279M	6	2	n/a	n/a	n/a
2012	Mar 22, 2013	$201M	$201M	5	3	n/a	n/a	n/a
2011	Mar 16, 2012	$162M	$162M	n/a	n/a	n/a	n/a	n/a

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
2021	$667M	$534M	24.9%	$399M	18.7%	4	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MODERA WEALTH MANAGEMENT, LLC	4	Nov 30, 2022	Nov 17, 2022	MCLEAN, VA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← BERNHARDT, GORDON, JOELOwnerOWNER, ownership code E, individual
Mar 16, 2012 to presentfactForm ADV
← VLASTO, SOLON, GEORGEOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Feb 11, 2016 to presentfactForm ADV
← GORDON J. BERNHARDT LIVING TRUSTOwnerOWNER, ownership code D, domestic entity
Mar 16, 2012 to presentfactForm ADV

Owns (2)

← KOEHL, TIMOTHY, STEPHENOwnerOWNER, ownership code B, individual
Mar 31, 2015 to presentfactForm ADV
← ARMSTRONG, BONNIE, JANEOwnerOWNER, ownership code A, individual
Mar 31, 2015 to presentfactForm ADV

Registered with (8)

← SOLON GEORGE VLASTOAdvisorregistration: previous registration
Sep 19, 2014 to Nov 30, 2022factForm ADV
← TIMOTHY STEPHEN KOEHLAdvisorregistration: previous registration
Mar 12, 2010 to Nov 30, 2022factForm ADV
← JORDAN RUBINAdvisorregistration: previous registration
Feb 17, 2022 to Nov 30, 2022factForm ADV
← ALISHIA AREZOU DUBOISAdvisorregistration: previous registration
Jun 24, 2022 to Nov 30, 2022factForm ADV
← KENT DUANE DAVISAdvisorregistration: previous registration
Oct 24, 2018 to Jan 19, 2022factForm ADV
← REED ROBERT HURTAdvisorregistration: previous registration
Oct 26, 2016 to Jun 25, 2018factForm ADV
← TRENT ROBERT WHITEAdvisorregistration: previous registration
Dec 2, 2014 to Mar 16, 2016factForm ADV
← KENNETH CORBETT ROBINSONAdvisorregistration: previous registration
Apr 19, 2012 to Mar 3, 2014factForm ADV

Moved with (1)

→ MODERA WEALTH MANAGEMENT, LLCRegistered adviser4 advisors, firm absorbed, same day
Nov 30, 2022 to Nov 17, 2022factForm ADV

Dated events

Occurred
Nov 30, 2022
Firm absorbed
Bernhardt Wealth Management, Inc.'s advisors moved to Modera Wealth Management, LLC (Mclean, VA): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Nov 30, 2022
Advisor changed firm
Jordan Rubin left Bernhardt Wealth Management, Inc. for Modera Wealth Management, Llc (registered 2022-11-17)
Form ADVobserved 4 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Solon George Vlasto left Bernhardt Wealth Management, Inc. for Modera Wealth Management, Llc (registered 2022-11-17)
Form ADVobserved 4 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Timothy Stephen Koehl left Bernhardt Wealth Management, Inc. for Modera Wealth Management, Llc (registered 2022-11-17)
Form ADVobserved 4 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Alishia Arezou Dubois left Bernhardt Wealth Management, Inc. for Modera Wealth Management, Llc (registered 2022-11-17)
Form ADVobserved 4 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Kent Duane Davis left Bernhardt Wealth Management, Inc. for Mercer Global Advisors Inc. (registered 2022-02-15)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecdafd4a-c3ef-46b4-21d7-b4664231bba6
First observed: Mar 16, 2012
Last observed: Jun 30, 2022 51 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.

BERNHARDT WEALTH MANAGEMENT, INC.

CRD 109353

MCLEAN, VA

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:ecdafd4a-c3ef-46b4-21d7-b4664231bba6

Data as of Jun 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNHARDT, GORDON, JOEL

Owner

yes

01/2003

Mar 16, 2012

Jun 30, 2022

BERNHARDT, GORDON, JOEL

PRESIDENT / CEO

yes

01/1995

Mar 16, 2012

Jun 30, 2022

GORDON J. BERNHARDT LIVING TRUST

Owner

yes

01/2003

Mar 16, 2012

Jun 30, 2022

VLASTO, SOLON, GEORGE

CHIEF COMPLIANCE OFFICER

yes

01/2016

Feb 11, 2016

Jun 30, 2022

ARMSTRONG, BONNIE, JANE

Owner

12/2014

Mar 31, 2015

Jun 30, 2022

KOEHL, TIMOTHY, STEPHEN

Owner

12/2014

Mar 31, 2015

Jun 30, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 21, 2022

$667M

n/a

2020

Mar 26, 2021

$534M

n/a

2019

Mar 10, 2020

$490M

n/a

2018

Mar 22, 2019

$399M

n/a

2017

Mar 28, 2018

$427M

n/a

2016

Mar 28, 2017

$345M

n/a

2015

Feb 11, 2016

$317M

n/a

2014

Mar 31, 2015

$312M

n/a

2013

Mar 24, 2014

$279M

n/a

2012

Mar 22, 2013

$201M

n/a

2011

Mar 16, 2012

$162M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$667M

$534M

24.9%

$399M

18.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MODERA WEALTH MANAGEMENT, LLC

Nov 30, 2022

Nov 17, 2022

MCLEAN, VA

Firm absorbed

RIA to RIA

100.0%