Bernicke Wealth Management
Altoona, WI·SEC-registered · CRD #335431
Bernicke Wealth Management is an SEC-registered investment advisory firm in Altoona, WI managing $887M across 2.6k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$887M
Client accounts
2.6k
Advisory staff
6
Fee model
Fee-based
How Bernicke Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bernicke Wealth Management
How much does Bernicke Wealth Management manage?
Per its most recent SEC Form ADV filing (05/26/2026), Bernicke Wealth Management reports $887M in regulatory assets under management across roughly 2.6k client accounts.
How does Bernicke Wealth Management charge?
Bernicke Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bernicke Wealth Management a fiduciary?
Yes. Bernicke Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #335431), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bernicke Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bernicke Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bernicke Wealth Management's public SEC Form ADV filing (CRD #335431, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bernicke Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bernicke Wealth Management? Claim this profile.