Bernardo Wealth Planning Revenue and Competitors
Estimated Revenue & Valuation
- Bernardo Wealth Planning's estimated annual revenue is currently $1.6M per year.
- Bernardo Wealth Planning's estimated revenue per employee is $136,200
Employee Data
- Bernardo Wealth Planning has 12 Employees.
- Bernardo Wealth Planning grew their employee count by 20% last year.
Bernardo Wealth Planning's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Investment Officer / Family Wealth Advisor | Reveal Email/Phone |
2 | Chief Investment Officer / Financial Planner | Reveal Email/Phone |
3 | Financial Advisor | Reveal Email/Phone |
4 | Financial Advisor | Reveal Email/Phone |
5 | Partner | Family Wealth Advisor | Reveal Email/Phone |
Bernardo Wealth Planning Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $12.1M | 59 | 23% | N/A | N/A |
#2 | $14.9M | 73 | 26% | N/A | N/A |
#3 | $17.3M | 76 | 23% | N/A | N/A |
#4 | $39M | 156 | -2% | N/A | N/A |
#5 | $1.9M | 14 | 27% | N/A | N/A |
#6 | $4.4M | 28 | -26% | N/A | N/A |
#7 | $8.1M | 47 | 4% | N/A | N/A |
#8 | $1M | 9 | 0% | N/A | N/A |
#9 | $2.6M | 19 | -10% | N/A | N/A |
#10 | $2M | 15 | 0% | N/A | N/A |
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
12
Number of Employees
$1.6M
Revenue (est)
20%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Harleysville
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $3.3M | 21 | 5% | N/A |
#2 | $5.3M | 21 | 5% | N/A |
#3 | $2.4M | 24 | 20% | N/A |
#4 | $7.2M | 29 | 0% | N/A |
#5 | $6.2M | 29 | 4% | N/A |