SEC Form ADV

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

Firm profile: Bernard & Johnson Family Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$113.1M
Assets Under Management
2
Employees
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Registration Details

Accession
crd-283871
Location
PASADENA, CA
Filing Date
July 2, 2026
AUM
$113.1M
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is a registered investment adviser headquartered in PASADENA, CA, managing approximately $113.1M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.