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BERNARDO WEALTH PLANNING, LLC, CRD 288705
HARLEYSVILLE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| NICHOLAS ANTHONY BERNARDO | Certified Financial Planner | HARLEYSVILLE, PA | 9 | 19 | 4 | no |
| ROSE ALYSSA BERNARDO | n/a | HARLEYSVILLE, PA | 9 | 21 | 4 | no |
| ANTHONY BERNARDO JR | n/a | HARLEYSVILLE, PA | 9 | 45 | 4 | no |
| MATTHEW RYAN RITTENHOUSE | Certified Financial Planner | HARLEYSVILLE, PA | 9 | 24 | 1 | no |
| LANCE JOSEPH ROSINA | n/a | HARLEYSVILLE, PA | 9 | 11 | 3 | no |
| LISA RENAE LEATHERMAN | n/a | HARLEYSVILLE, PA | Chalfont, PA | 5 | 27 | 1 | no |
| Martha Suzanne Pope | Certified Financial Planner | HARLEYSVILLE, PA | 4 | 12 | n/a | no |
| Matthew Haraburda | Chartered Financial Analyst | HARLEYSVILLE, PA | 3 | 13 | n/a | no |
| Victoria Noelle Williams | n/a | HARLEYSVILLE, PA | 2 | 13 | n/a | no |
| Brock Hewitt | Certified Financial Planner | HARLEYSVILLE, PA | 2 | 14 | 4 | no |
| MICHELE LYN HEWITT | Certified Financial Planner | HARLEYSVILLE, PA | 1 | 14 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| B CAPITAL FUND I, LLC | Other Private Fund | $16.2M | Sep 19, 2024 | 100 | Nov 15, 2018 | reported | 021-325732 |
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | $14.8M | Sep 19, 2024 | 100 | Mar 9, 2022 | reported | 021-436026 |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | $11.6M | Sep 19, 2024 | 100 | Jul 11, 2023 | reported | 021-485321 |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | $9.7M | Sep 19, 2024 | 60 | Jul 11, 2023 | reported | 021-485318 |
| B CAPITAL WATERMARK 22 | Real Estate Fund | $9.3M | Sep 19, 2024 | 61 | Mar 6, 2023 | reported | 021-431674 |
| B CAPITAL FUND II, LLC | Real Estate Fund | $8.5M | Sep 19, 2024 | 68 | Dec 4, 2020 | reported | 021-382281 |
| B CAPITAL MAKE PLAYS MEDIA FUND, LP | Private Equity Fund | $1.1M | Sep 19, 2024 | 38 | Mar 22, 2024 | reported | 021-476589 |
| B CAPITAL CORE REAL ESTATE FUND, LP | Real Estate Fund | $0 | Mar 6, 2023 | 0 | Mar 23, 2021 | dropped | 021-363310 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERNARDO, NICHOLAS, ANTHONY | MANAGING PARTNER | E | yes | 05/2017 | May 18, 2017 | Sep 19, 2024 |
| RITTENHOUSE, MATTHEW, RYAN | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2019 | Apr 18, 2019 | Sep 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B CAPITAL GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| B CAPITAL MAKE PLAYS MEDIA GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| B CAPITAL WATERMARK 2023 GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 | $866M | $866M | 14 | 7 | 0 | 8 | n/a |
| 2024 | Mar 21, 2025 | $756M | $756M | 10 | 9 | 0 | 8 | n/a |
| 2023 | Mar 22, 2024 | $610M | $610M | 10 | 9 | 0 | 7 | $71.2M |
| 2022 | Mar 6, 2023 | $500M | $500M | 10 | 6 | 0 | 5 | $53.5M |
| 2021 | Mar 9, 2022 | $503M | $503M | 11 | 5 | 0 | 4 | $47.9M |
| 2020 | Mar 23, 2021 | $352M | $352M | 9 | 6 | 0 | 3 | $29.3M |
| 2019 | Mar 17, 2020 | $418M | $418M | 10 | 8 | 1 | 1 | $8.9M |
| 2018 | Mar 28, 2019 | $349M | $349M | 11 | 9 | 1 | 1 | $6.1M |
| 2017 | Mar 29, 2018 | $330M | $316M | 9 | 9 | 1 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $866M | $756M | 14.6% | $500M | 20.1% | 14 | 10 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CAPITAL WEALTH INVESTMENTS | 2 | Feb 4, 2021 | Dec 23, 2020 | SCRANTON, PA | Team lift out | RIA to new firm | 25.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PLATINUM WEALTH PARTNERS | 2 | Dec 31, 2017 | Dec 6, 2017 | TAMPA, FL | Team lift out | Other | 14.3% |
| PLATINUM WEALTH PARTNERS | 3 | Nov 13, 2017 | Sep 7, 2017 | TAMPA, FL | Team lift out | Other | 15.0% |