Bernhardt Wealth Management Inc
Legal Name: BERNHARDT WEALTH MANAGEMENT, INC.
Full Contact Details
Bernhardt Wealth Management Inc
7601 LEWINSVILLE ROAD, SUITE 210, MCLEAN, VA
703-356-4380
703-356-4383
Other Info
Bernhardt Wealth Management Inc, legally known as BERNHARDT WEALTH MANAGEMENT, INC., is a Virginia-based corporation. The SEC has approved its registration as an investment advisory firm since Mar 2, 2000. Currently, the firm has 7 employees, with 6 individuals serving in advisory roles. Although the number of clients served is unknown, the firm operates with utmost professionalism in providing wealth management services to its clients.
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Modera | BWM
top of page Call us at : (703) 356-4380ModeraMoreUse tab to navigate through the menu items.SCHEDULE A CALL The Team at Bernhardt Wealth Management has joined forces with Modera Wealth Management. We are excited to announce that the team at Bernhardt Wealth Management (BWM) has officially joi…
Direct Owners
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BONNIE JANE ARMSTRONG
OWNER owns more than 5% but less than 10%
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GORDON J. BERNHARDT LIVING TRUST
OWNER owns more than 50% but less than 75%
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GORDON JOEL BERNHARDT
PRESIDENT / CEO owns less than 5%
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SOLON GEORGE VLASTO
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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TIMOTHY STEPHEN KOEHL
OWNER owns more than 10% but less than 25%
Indirect Owners
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GORDON JOEL BERNHARDT
OWNER owns 75% or more
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