Bernard & Johnson Family Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$113M

Discretionary

$108M

95% of AUM

Avg account

$524K

Accounts

216

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 283871
Registered since: September 19, 2025
Website: www.bernardandjohnson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.7%
Individuals16.11%
Pension & Profit Sharing Plans3.19%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bernard & Johnson Family Wealth Management is an independent RIA organized as a limited liability company. The firm is SEC-registered (registration year listed as 2025) and is identified as a capital allocator that serves individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include asset‑based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not reported as a multi‑state adviser, pension consultant, or related adviser.