Bernard Wealth Management
Financial Services • 
Royal Oak, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 360 N. Main St., Suite 430, Royal Oak, MI 48067, US |
| Phone number | +16147469996 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Founded | 2011 |
| Employees | 1-10 |
Key Contact at Bernard Wealth Management
Ken Bernard
President
Bernard Wealth Management Email Formats
Bernard Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@bernard-wealth.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bernard-wealth.com | 83.3% |
{first name} | john@bernard-wealth.com | 16.7% |
About Bernard Wealth Management
Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. We pride ourselves on our attention to our clients’ financial issues. At the same time, through our ongoing investment research and active portfolio management, we strive to help our clients meet their long-term goals.
Bernard Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Bernard Wealth Management has never raised funding before.
Bernard Wealth Management Tech Stack
Discover the technologies and tools that power Bernard Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Reverse proxies
Programming languages
Security
CMS
Netherlands
Australia
France
Frequently asked questions
4.8
40,000 users
