Bernicke Wealth Management, Ltd. Info

Bernicke Wealth Management, Ltd. info

Bernicke Wealth Management, Ltd. (SEC CIK 1569863) first filed with the SEC on 2013-02-15 (Form SC 13G) and has filed 30 times since, including 26 Form 13F-HR quarterly holdings reports. It is organized in WI and registered at 1565 BLUESTEM BLVD., ALTOONA, WI, 54720.

Name: Value Bernicke Wealth Management, Ltd..
SEC CIK: Value 1569863.
State of organization: Value WI.
Business address: Value 1565 BLUESTEM BLVD., ALTOONA, WI, 54720.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Bernicke Wealth Management, Ltd.
SEC CIK	1569863
State of organization	WI
Business address	1565 BLUESTEM BLVD., ALTOONA, WI, 54720
Mailing address	1565 BLUESTEM BLVD., ALTOONA, WI, 54720
Phone	(715) 832-1173
Fiscal year end	December 31
Former names	Bernicke & Associates, LTD (2013-02-15 to 2016-05-12)

SEC Filing History

Field	Value
First SEC filing	2013-02-15 (Form SC 13G)
Latest SEC filing	2026-08-11 (Form N-PX)
Filings on EDGAR	30
First Form 13F-HR	2015-02-17 (quarter ended 2014-12-31)
Latest Form 13F-HR	2026-08-11 (quarter ended 2026-06-30)
Form 13F-HR filings	26

Filings by Form

Form	Filings	Latest
13F-HR	26	2026-08-11
SC 13G	1	2013-02-15
SC 13G/A	1	2015-02-10
13F-HR/A	1	2019-02-11
N-PX	1	2026-08-11

Filings by Year

Year	Filings	Form 13F-HR
2026	4	3
2020	3	3
2019	5	4
2018	4	4
2017	4	4
2016	4	4
2015	5	4
2013	1	0

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