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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.

Find WellFull by Bernardo Wealth employees' phone numbers or email addresses

WellFull by Bernardo Wealth Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

WellFull by Bernardo Wealth's Leadership

  • Stylized image of a person
    T. B.
    Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Chief Investment Officer / Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Chief Operations Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Partner | Family Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Investment Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Relationship Manager
    Phone icon
    Mobile Phone

WellFull by Bernardo Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WellFull by Bernardo Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    Chief Investment Officer / Financial Planner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 23, 2026
  • Stylized image of a person
    J. B.
    Chief Operations Officer
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    R. B.
    Partner | Family Wealth Advisor
    Phone icon
    Mobile Phone
    May 08, 2026
  • Stylized image of a person
    T. B.
    Coo
    Phone icon
    Mobile Phone
    United StatesMississippi
    Mar 23, 2026
  • Stylized image of a person
    A. H.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    Apr 01, 2025
  • Stylized image of a person
    N. B.
    Managing Partner
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    B. R.
    Investment Director
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. K.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    M. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 29, 2026
  • Stylized image of a person
    B. H.
    Paraplanner/Family Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 23, 2026

Frequently Asked Questions

What is WellFull by Bernardo Wealth known for?

Minus sign iconPlus sign iconWellFull by Bernardo Wealth was founded in 2016 operates in the Investment Management industry. The company's main headquarters is located in 272 Ruth Road Harleysville, Pennsylvania 19438 United States. Explore WellFull by Bernardo Wealth's company overview page for more information.

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

Minus sign iconPlus sign iconWellFull 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?

Minus sign iconPlus sign iconWellFull by Bernardo Wealth has approximately 16 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Coo: T. B.
  • Chief Investment Officer / Financial Planner: M. H.
  • Chief Operations Officer: J. B.
  • Chief Financial Officer: A. H.
  • Partner | Family Wealth Advisor: R. B.

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