Bernardo Wealth Planning LLC
Legal Name: BERNARDO WEALTH PLANNING, LLC
Other Info
Bernardo Wealth Planning LLC, legally known as BERNARDO WEALTH PLANNING, LLC, is a PA Limited Liability Company with 11 employees, including 9 in advisory roles. It caters to a clientele of 15 and is an SEC-approved entity, with a registration date of Jun 29, 2017.
Bernardo Wealth Planning
Bernardo’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and m…
Welcome to Capital Wealth Investments Scranton, PA
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Direct Owners
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ANTHONY BERNARDO
PARTNER, CFO owns more than 25% but less than 50%
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MATTHEW RYAN RITTENHOUSE
CHIEF COMPLIANCE OFFICER owns less than 5%
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NICHOLAS ANTHONY BERNARDO
MANAGING PARTNER owns more than 25% but less than 50%
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ROSE ALYSSA BERNARDO
PARTNER owns more than 10% but less than 25%
Auditors
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EISNER AMPER LLP
United States