Data / Investment advisers / Wisconsin / Bernicke Wealth Management
Bernicke Wealth Management, Altoona, WI: $887 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bernicke Wealth Management is an SEC registered investment adviser with its main office in Altoona, Wisconsin and reports $887 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 335431
- SEC file number
- 801-132485
- SEC status
- Approved, effective April 21, 2025
- Legal name
- Bernicke Wealth Management, LTD.
- Main office
- 1565 Bluestem Blvd., Altoona, WI 54720
- Phone
- (715) 832-1173
- Regulatory AUM
- $887,394,335 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $886,726,062
- Non discretionary AUM
- $668,273
- Accounts
- 2,606
- Employees
- 26, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 355 | $605 million |
| Individuals (other than high net worth individuals) | 513 | $233.9 million |
| Charitable organizations | Fewer than 5 | $48.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $887.4 million | March 6, 2026 |
| December 1, 2025 | $801.7 million | August 14, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Form Wealth Advisors, LLC | Lake Geneva | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Walkner Condon Financial Advisors LLC | Verona | $1.03 billion | Not listed | adviserinfo.sec.gov |
| McGlone Suttner Wealth Management, Inc. | Appleton | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Mbe Wealth Management, LLC | Tomah | $977.1 million | Not listed | adviserinfo.sec.gov |
| Rosemeyer Management Group | Platteville | $914 million | Not listed | adviserinfo.sec.gov |
| Milestone Investment Advisors, LLC | Middleton | $877.6 million | Not listed | adviserinfo.sec.gov |
| Park Capital Management, LLC | Madison | $868 million | Not listed | adviserinfo.sec.gov |
| PJS Wealth Partners | Cedarburg | $852 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bernicke Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.