BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

Legal name: BERNARD & JOHNSON, LLC

CRD 283871File 801-134382

APPROVED

Retail clients

Filing as of Jul 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$113.1M

Bottom 25% of cohort (national)

Discretionary AUM

$107.8M

Non-discretionary $5.3M

Clients

216 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 19, 2025
Principal office: 201 S. LAKE AVENUE, SUITE 502, PASADENA, CA, 91101
Phone: (626) 405-2920
Website: HTTP://BERNARDANDJOHNSON.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $113.1M
Discretionary AUM: $107.8M
Non-discretionary AUM: $5.3M
Discretionary accounts: 202
Non-discretionary accounts: 14
Total accounts: 216
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	30	$91.3M
Pension and profit sharing plans	Fewer than 5	$3.6M
Individuals (other than high net worth individuals)	59	$18.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

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

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.