Key facts
- WELLFULL is a private equity firm based in HARLEYSVILLE, PA.
Registered with the SEC
Form ADV · 2026-03 · CRD 288705- Regulatory AUM
- —
- Private fund assets
- $76.5M
- Private funds
- 8 · 2 private equity, 5 real estate, 1 other
- Staff
- 14
- Registered office
- HARLEYSVILLE, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BERNARDO WEALTH PLANNING, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WELLFULL are on record yet. Positions surface from round participations, filings, and coverage.
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