BCS PRIVATE WEALTH MANAGEMENT

Legal name: BERNARD CAROLI WEALTH MANAGEMENT INC.

CRD 174761File 801-89173

APPROVED

Retail clients

Custody

Filing as of Feb 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$469.7M

Above cohort median (national)

Discretionary AUM

$469.7M

Clients

224

580 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Apr 15, 2015
Principal office: 47 WEST RIVER ROAD, SUITE B, RUMSON, NJ, 07760
Phone: 732-291-7272
Website: HTTP://WWW.BC-WM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $469.7M
Discretionary AUM: $469.7M
Non-discretionary AUM: $0
Discretionary accounts: 580
Non-discretionary accounts: 0
Total accounts: 580
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$15.5M
Charitable organizations	Fewer than 5	$13.8M
High net worth individuals	118	$387.9M
Pooled investment vehicles	2	$17.9M
Individuals (other than high net worth individuals)	95	$34.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.