# Bernard & Johnson Family Wealth Management

> Bernard & Johnson Family Wealth Management is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 283871
- Filed as: BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
- Legal name: Bernard & Johnson, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283871
- AdvisorCensus page: https://advisorcensus.com/firm/bernard-and-johnson-family-wealth-management-pasadena-ca-283871

## Quick answers

**How is Bernard & Johnson Family Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Bernard & Johnson Family Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bernard & Johnson Family Wealth Management located?**
Bernard & Johnson Family Wealth Management's principal office is in Pasadena, CA, according to its Form ADV.

**Is Bernard & Johnson Family Wealth Management registered with the SEC or a state?**
Bernard & Johnson Family Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283871.

**How much does Bernard & Johnson Family Wealth Management manage?**
Bernard & Johnson Family Wealth Management reports $113,077,036 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (95% discretionary).

**What types of clients does Bernard & Johnson Family Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (30).

**Which custodians does Bernard & Johnson Family Wealth Management use?**
Bernard & Johnson Family Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bernard & Johnson Family Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283871

**What changed in Bernard & Johnson Family Wealth Management's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $113,077,036
- Discretionary: $107,793,926
- Non-discretionary: $5,283,110

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $18,215,208 |
| High net worth individuals | 30 | $91,257,335 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,604,493 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bernardandjohnson.com

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bernard & Johnson Family Wealth Management (CRD 283871): Form ADV filing data as of October 2026.