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Bernardo Wealth Planning Revenue and Competitors

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Harleysville, PA USA

Location

N/A

Total Funding

Investments

Industry

Employee Data

  • Bernardo Wealth Planning has 11 Employees.(i)
  • Bernardo Wealth Planning grew their employee count by 22% last year.

Bernardo Wealth Planning's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
N/A5525%N/AN/A
#2
N/A6826%N/AN/A
#3
$14.3M7023%N/AN/A
#4
$36M144-3%N/AN/A
#5
N/A1330%N/AN/A
#6
$6.9M386%N/AN/A
#7
$7.8M455%N/AN/A
#8
N/A80%N/AN/A
#9
$3.3M21-5%N/AN/A
#10
$2M157%N/AN/A
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What Is Bernardo Wealth Planning?

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. \n\nBWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

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Total Funding

11

Number of Employees

N/A

Revenue (est)

22%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.3M176%N/A
#2
$3.3M196%N/A
#3
$2M205%N/A
#4
N/A225%N/A
#5
$6M28-3%N/A