Martha Pope has been an investment adviser representative at Bernardo Wealth Planning since May 2022, and is not listed among the firm’s executive officers or direct owners.
Bernardo Wealth Planning, LLC is a Harleysville, PA firm with $866M under management, 801 clients and 7 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Martha Pope is registered as an investment adviser representative in Pennsylvania, since May 2022.
- PennsylvaniaSince 6 May 2022
Examinations
No examinations are on Martha Pope’s record.
- Full name
- Martha Suzanne Pope
- CRD
- 7091907
- Firm
- Bernardo Wealth Planning · CRD 288705
- Office
- 272 RUTH ROAD, Harleysville, PA 19438
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Martha Pope work?
Martha Pope is an investment adviser representative registered through Bernardo Wealth Planning, LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Martha Pope a financial advisor?
Yes. Martha Pope has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since May 2022.
How many years of experience does Martha Pope have?
Martha Pope has 4 years in the financial industry, since May 2022, across 1 adviser firm.
Where is Martha Pope based?
Martha Pope’s registered office is in Harleysville, PA.
Is Martha Pope registered with FINRA?
No. Martha Pope has no current broker registration.
How can I verify Martha Pope’s record?
Search CRD 7091907 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martha Pope’s full registration record.
- Tiffany BenfieldChief Operating Officer
- Ashleigh SwayzeChief Compliance Officer
- Nicholas BernardoManaging Partner