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WELLFULL
Legal name: BERNARDO WEALTH PLANNING, LLC
CRD 288705File 801-110661
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$866.4M
Above cohort median (national)
Discretionary AUM
$866.4M
Clients
801
2,194 accounts
Employees
14
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 29, 2017
- Principal office
- 272 RUTH ROAD, HARLEYSVILLE, PA, 19438
- Phone
- 267-500-1080
- Website
- https://wellfull.io/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $866.4M
- Discretionary AUM
- $866.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,194
- Non-discretionary accounts
- 0
- Total accounts
- 2,194
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $9.3M |
| High net worth individuals | 289 | $662.2M |
| Pooled investment vehicles | 8 | $76.5M |
| Individuals (other than high net worth individuals) | 495 | $118.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 14 | increased by4 |
| Apr 1, 2026 | Clients | 964 | 801 | decreased by163 |
| Apr 1, 2026 | AUM | $755,902,348 | $866,351,060 | increased by$110,448,712 |
| Apr 1, 2026 | Accounts | 2,370 | 2,194 | decreased by176 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 557 | 964 | increased by407 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $503,425,702 | $755,902,348 | increased by$252,476,646 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,411 | 2,370 | increased by959 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 451 | 557 | increased by106 |
| Apr 1, 2022 | AUM | $351,834,881 | $503,425,702 | increased by$151,590,821 |
| Apr 1, 2022 | Accounts | 1,217 | 1,411 | increased by194 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WELLFULL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELLFULL” may also match similarly-named firms). Confirm identity against each filing.
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.