What departments does WellFull by Bernardo Wealth have?

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

What is the largest department at WellFull by Bernardo Wealth?

The largest department at WellFull by Bernardo Wealth is Finance with 6 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.

WellFull by Bernardo Wealth Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. 

BWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

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

WellFull by Bernardo Wealth Global Highlights

North America
20

United States Of America
20

WellFull by Bernardo Wealth's Leadership

T. B.
Coo
Mobile Phone
Email
M. H.
Chief Investment Officer / Financial Planner
Mobile Phone
Email
A. H.
Chief Financial Officer
Mobile Phone
Email
R. B.
Partner | Family Wealth Advisor
Mobile Phone
Email
N. B.
Managing Partner
Mobile Phone
Email
B. R.
Investment Director
Mobile Phone
Email
J. K.
Relationship Manager
Mobile Phone
Email
M. R.
Financial Advisor
Mobile Phone
Email

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

M. H.
Chief Investment Officer / Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Mar 23, 2026
R. B.
Partner | Family Wealth Advisor
Mobile Phone
Email
Mar 25, 2026
T. B.
Coo
Mobile Phone
Email
United StatesMississippi
Mar 23, 2026
A. H.
Chief Financial Officer
Mobile Phone
Email
Apr 01, 2025
N. B.
Managing Partner
Mobile Phone
Email
Aug 03, 2024
B. R.
Investment Director
Mobile Phone
Email
Oct 17, 2024
J. K.
Relationship Manager
Mobile Phone
Email
United StatesPennsylvania
Dec 09, 2025
M. R.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 23, 2026
L. R.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Dec 09, 2025
B. H.
Paraplanner/Family Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 23, 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. 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?

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 14 employees as of April 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 April 2026, WellFull by Bernardo Wealth's key employees include:

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

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