About Bernhardt Wealth Management
Bernhardt Wealth Management is a Financial Services company based in Mclean (United States) founded in 1994, and was acquired by Modera Wealth Management in November 2022. Diversified asset management services are offered by the firm. Bernhardt Wealth Management offers products and services including Financial Planning, Investment Management, Tax Services, and Trust Services. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Bernhardt Wealth Management was founded in 1994 and is headquartered in McLean, United States. Operations focus on the financial services sector, where diversified asset management is conducted for clients. Services include portfolio management and investment strategies across various asset classes. The firm maintains a presence in the wealth management industry, serving individuals and institutions with tailored financial solutions in a regulated environment.
- Headquarters Mclean, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website bernhardtwealth.com
- Social LinkedIn Facebook YouTube
- Acquired by Modera Wealth Management (Nov 2022)
- Investors
- Acquired byModera Wealth Management
(Nov 2022)
Products & Services of Bernhardt Wealth Management
Bernhardt Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Services, and Trust Services.
Offers comprehensive plans for personal and business finances.
Provides disciplined investing for high-net-worth clients.
Assists with tax planning and optimization strategies.
Manages trusts and estate needs for individuals and families.
Apps and channels of Bernhardt Wealth Management
its YouTube channel Modera Wealth Management, LLC has 472 subscribers and 30 videos.
Videos from Bernhardt Wealth Management
The most watched videos on Bernhardt Wealth Management's YouTube channel, Modera Wealth Management, LLC (472 subscribers). Click a video to play it here.
More on Modera Wealth Management, LLC.
Investors in Bernhardt Wealth Management
Bernhardt Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Modera Wealth Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management and wealth advisory services are provided. | 1983 | moderawealth.com | Westwood, United States |
Investor details for Bernhardt Wealth Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Bernhardt Wealth Management
2 dated milestones of Bernhardt Wealth Management across 28 years, from founding to its latest funding, stage changes and deals.
- Founded Bernhardt Wealth Management is founded.
- Exit Acquired by Modera Wealth Management.
Competitors of Bernhardt Wealth Management
Bernhardt Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Bernhardt Wealth Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Bernhardt Wealth Management
Websites that share an audience with Bernhardt Wealth Management (bernhardtwealth.com).
Websites whose visitors overlap most with Bernhardt Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
investment-fiduciary.com | investment-fiduciary.com | 100% | #12,248,552 | – | |
| thewealthnet.com | 99% | View details | |||
| nicolawealth.com | 99% | #527,758 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Bernhardt Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Bernhardt Wealth Management
Complete news archive for Bernhardt Wealth Management
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Bernhardt Wealth Management
Bernhardt Wealth Management was founded in 1994.
Bernhardt Wealth Management is headquartered in Mclean, United States. It is registered at Mclean, Virginia, United States.
Bernhardt Wealth Management was founded in 1994 and is headquartered in McLean, United States. Operations focus on the financial services sector, where diversified asset management is conducted for clients. Services include portfolio management and investment strategies across various asset classes. The firm maintains a presence in the wealth management industry, serving individuals and institutions with tailored financial solutions in a regulated environment.
Bernhardt Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Bernhardt Wealth Management offers Financial Planning, Investment Management, Tax Services, and Trust Services.
Bernhardt Wealth Management has 1 investor. Key investors include Modera Wealth Management.
Yes. Bernhardt Wealth Management was acquired by Modera Wealth Management in November 2022.