BERNICKE WEALTH MANAGEMENT

Overview

Bernicke Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered in 2025. The firm serves individual and family clients and charges fees based on a percentage of assets under management and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting, while its business activities also encompass broker-dealer and insurance brokerage functions. The firm is not identified as an active ESG investor, is not classified as a capital allocator, and is not listed as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives