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BERNICKE WEALTH MANAGEMENT
Legal name: BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431File 801-132485
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$887.4M
Above cohort median (national)
Discretionary AUM
$886.7M
Non-discretionary $668K
Clients
868
2,606 accounts
Employees
26
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 21, 2025
- Principal office
- 1565 BLUESTEM BLVD., ALTOONA, WI, 54720
- Phone
- 715-832-1173
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $887.4M
- Discretionary AUM
- $886.7M
- Non-discretionary AUM
- $668K
- Discretionary accounts
- 2,603
- Non-discretionary accounts
- 3
- Total accounts
- 2,606
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $48.5M |
| High net worth individuals | 355 | $605.0M |
| Individuals (other than high net worth individuals) | 513 | $233.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- 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
- No
Disclosure events
ADV Item 11This 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.