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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
18

Minus sign iconPlus sign icon
  • United States Of America
    18

WellFull by Bernardo Wealth's Leadership

  • Chief Operations Officer at WellFull by Bernardo Wealth
    J. B.
    Chief Operations Officer
    Mobile Phone
  • Chief Financial Officer at WellFull by Bernardo Wealth
    A. H.
    Chief Financial Officer
    Mobile Phone
  • Managing Partner at WellFull by Bernardo Wealth
    N. B.
    Managing Partner
    Mobile Phone
  • Investment Director at WellFull by Bernardo Wealth
    B. R.
    Investment Director
    Mobile Phone
  • Financial Planning Coordinator at WellFull by Bernardo Wealth
    M. P.
    Financial Planning Coordinator
    Mobile Phone

WellFull by Bernardo Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Entrepreneurship

Contact profiles from WellFull by Bernardo Wealth

Name
Title
Contact
Location
Last Update
  • Chief Operations Officer at WellFull by Bernardo Wealth
    J. B.
    Chief Operations Officer
    Mobile Phone
    Sep 06, 2026
  • Chief Financial Officer at WellFull by Bernardo Wealth
    A. H.
    Chief Financial Officer
    Mobile Phone
    Apr 01, 2025
  • Managing Partner at WellFull by Bernardo Wealth
    N. B.
    Managing Partner
    Mobile Phone
    Jun 08, 2026
  • Investment Director at WellFull by Bernardo Wealth
    B. R.
    Investment Director
    Mobile Phone
    Oct 17, 2024
  • Financial Planning Coordinator at WellFull by Bernardo Wealth
    M. P.
    Financial Planning Coordinator
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is WellFull by Bernardo Wealth known for?

Minus sign iconPlus sign iconWellFull by Bernardo Wealth was founded in 2016 and 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?

Minus sign iconPlus sign iconWellFull by Bernardo Wealth employees' email format typically follows the pattern of First@bernardowealthplanning.com. 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 17 employees as of August 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 August 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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