What departments does WellFull by Bernardo Wealth have?

WellFull by Bernardo Wealth has employees across 2 departments including Operations, Finance.

What is the largest department at WellFull by Bernardo Wealth?

The largest department at WellFull by Bernardo Wealth is Finance with 2 employees.

Where are WellFull by Bernardo Wealth employees located globally?

WellFull by Bernardo Wealth has employees across 1 continents and 1 countries including United States Of America.

How has WellFull by Bernardo Wealth's team size changed over time?

WellFull by Bernardo Wealth's team has remained stable from approximately 14 to 14 employees based on available data.

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WellFull by Bernardo Wealth Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

WellFull by Bernardo Wealth is an investment management firm located at 272 Ruth Road, Harleysville, Pennsylvania, 19438, United States. The company provides wealth planning services focused on creation, preservation, and ongoing management of client wealth. Its investment approach is client-centered and employs theme-driven tactical and non-correlated vehicles with broad diversification across asset classes, combining passive and active management. By engaging professional money managers, the firm accesses diverse investment strategies and assets to help clients achieve their goals. The organization has 11 to 50 employees and reports revenue in the range of $25 million to $50 million.

WellFull by Bernardo Wealth Global Highlights

North America
18

United States Of America
18

WellFull by Bernardo Wealth's Leadership

J. B.
Chief Operations Officer
Mobile Phone
Email
A. H.
Chief Financial Officer
Mobile Phone
Email
N. B.
Managing Partner
Mobile Phone
Email
B. R.
Investment Director
Mobile Phone
Email
M. P.
Financial Planning Coordinator
Mobile Phone
Email

WellFull by Bernardo Wealth Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from WellFull by Bernardo Wealth

Name

Title

Contact Info

Location

Last Update

J. B.
Chief Operations Officer
Mobile Phone
Email
Jul 17, 2026
A. H.
Chief Financial Officer
Mobile Phone
Email
Apr 01, 2025
N. B.
Managing Partner
Mobile Phone
Email
Jun 08, 2026
B. R.
Investment Director
Mobile Phone
Email
Oct 17, 2024
M. P.
Financial Planning Coordinator
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is WellFull by Bernardo Wealth known for?

WellFull by Bernardo Wealth was founded in 2016 operates in the Investment Management industry. Explore WellFull by Bernardo Wealth's company overview page for more information.

What is WellFull by Bernardo Wealth's most common email format?

WellFull by Bernardo Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WellFull by Bernardo Wealth email formats with LeadIQ.

How many employees does WellFull by Bernardo Wealth have currently?

WellFull by Bernardo Wealth has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are WellFull by Bernardo Wealth's key employees and leadership?

As of July 2026, WellFull by Bernardo Wealth's key employees include:

Chief Operations Officer: J. B.
Chief Financial Officer: A. H.
Managing Partner: N. B.
Investment Director: B. R.
Financial Planning Coordinator: M. P.

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WellFull by Bernardo Wealth Employee Directory

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