Bernicke Wealth Management, Ltd.
- Regulatory AUM
- $887M
- Discretionary
- $887M
- Clients
- 868
- Avg AUM / client
- $1.0M
- Accounts
- 2,606
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 513 | $234M | 26.4% |
| High net worth individuals | 355 | $605M | 68.2% |
| Charitable organizations | Fewer than 5 clients | $48.5M | 5.46% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Vernon Estenson | Registered representative | CFP | Apr 2025 (1y) | |
| Lindsey Marie Hendrickson | Registered representative | Apr 2025 (1y) | ||
| Mitchell Antone Van Den Meerendonk | Registered representative | CFP | Apr 2025 (1y) | |
| Steven Pearson Latham | Registered representative | CFP | Apr 2025 (1y) | |
| Ty Alan Bernicke | Registered representative | CFP | Apr 2025 (1y) | |
| Haley Alexis Turk | Registered representative | Nov 2025 (1y) | ||
| Kristie Lynn Weber | Registered representative | Nov 2025 (1y) | ||
| Tasha Strand | Registered representative | Nov 2025 (1y) | ||
| William Peterson | Registered representative | CFP | Nov 2025 (1y) | |
| Katherine Jade Aubart | Registered representative | Nov 2025 (1y) | ||
| Annasia Marie Ford Mc Collum | Registered representative | Dec 2025 (1y) | ||
| Brody Bernicke | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $887M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗