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Bernicke Wealth Management

EST. AUM
$887,394,335

CONTACTS
3

CLIENT ACCOUNTS
2,606

Firm Details

Metro area Minneapolis
CRD Number 335431
Website bernicke.com
Client types

Overview

Bernicke Wealth Management is an independent financial advisory firm that provides investment management and comprehensive retirement-focused financial planning. The firm primarily serves pre-retirees, retirees, and business owners, offering coordinated planning across investment management, tax minimization strategies, and estate planning. The firm operates offices in Wisconsin and Minnesota and is led by President and CEO Ty A. Bernicke.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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