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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bernard Wealth Management have?","answer":"Bernard Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bernard Wealth Management invest in?","answer":"At the end of its last fiscal year, Bernard Wealth Management’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities, 2% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bernard Wealth Management?","answer":"Bernard Wealth Management’s direct owners are Kenneth Bernard (75% or more) and Andrew Niedermeier (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bernard Wealth Management get paid?","answer":"Bernard Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}