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

216

Total Clients

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Registration Details

Accession: CRD-283871
Location: PASADENA, CA
Filing Date: February 24, 2026
AUM: $113.1M
Total Clients: 216
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is a registered investment adviser headquartered in PASADENA, CA, managing approximately $113.1M in assets across 216 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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