Bernicke Wealth Management

Overview

Bernicke Wealth Management operates as an independent, privately owned advisory corporation serving individual and family clients. The firm is registered with the SEC (registered in 2025) and bills clients using a mix of percentage-of-AUM fees and fixed fees. Alongside its advisory practice, Bernicke maintains broker-dealer and insurance brokerage businesses and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not present itself as a capital allocator; its model centers on managing client assets rather than operating as a fund-of-funds allocator. Bernicke is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices