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Managing Partner · Wellfull

Nicholas A. Bernardo

CRD 5246863 · Named on Form ADV at one SEC-registered adviser

At a glance

Wellfull, an SEC-registered wealth manager based in Harleysville, PA with $866 million in regulatory assets, lists Nicholas A. Bernardo on its Form ADV as Managing Partner, a control person.

Firms and roles

  • WellfullManaging PartnerWealth manager · Harleysville, PA · $866M in regulatory assets

AtlasMembers

Nicholas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.