DBA: BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
| Total AUM | $113.1M |
| Discretionary | $107.8M95% of AUM |
| Non-Discretionary | $5.3M |
| Client Accounts | 216 |
| Avg Account Size | $524K |
| Employees | 2 |
| Peak AUM | $113.1MFeb 2026 |
Total AUM
$113M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $113M | +7.2% | — | — | |
| Discretionary AUM | $108M | ||||
| Total AUM | $113.1M |
| Discretionary | $107.8M |
| Employees | 2 |
| Client Accounts | 216 |
| Client Range | 1-10 |
Address
201 S. LAKE AVENUE
PASADENA CA 91101
Phone
(626) 405-2920
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$108M
95.3% of AUM
Non-Discretionary
$5M
4.7% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $5M | 42.1% | — | — |
| Total Accounts | 216 | 0.5% | — | — |
| Avg Account Size | $523,504.796 | +7.7% | — | — |
| Employees | 2 | 0.0% | — | — |
| AUM / Employee | $57M | +7.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $109M | +6.9% | — | — | — |
| Institutional AUM | $4M | +14.6% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 59 | 6.3% | — | — | — |
| Individuals | 30 | +7.1% | — | — | — |