Family Office

Bernardo Wealth Planning (BWP)

Bernardo Wealth Planning (also known as Wellfull) founded in 2017, is a US investment management firm based in Harleysville, Pennsylvania, that serves private and institutional clients.CIO Matthew Haraburda leads the firm's investment strategy. Before joining the firm, he served as managing director of Fortress Investm

Assets Under Management
$250M-$1B
Headquarters
Harleysville, Pennsylvania

Decision-makers

Matthew Haraburda
Chief Investment Officer & Family Wealth Advisor
Nicholas A. Bernardo
Family Wealth Advisor & Managing Partner
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