Investment adviser · CRD 288705

WELLFULL

Investment adviser filing (IA)

BERNARDO WEALTH PLANNING, LLC

HARLEYSVILLE, PA, United States · Form ADV filed Mar 11, 2026

Regulatory AUM: $866M
Client accounts: 2,194
Employees: 14
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	289	$662,221,947	76.4%
Individuals	495	$118,312,666	13.7%
Pooled investment vehicles	8	$76,546,493	8.8%
Corporations & businesses	9	$9,269,954	1.1%

Filing source

Form ADV 2042235 · Mar 11, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

B CAPITAL FINTECH GROWTH FUND, LPPrivate Equity Fund · Last reported Mar 11, 2026$13.7MGross asset value

Form D fundraising filings

B Capital FinTech Growth Fund LP

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-6248480067
Reported beneficial owners: 100
Minimum commitment: $20K
Form D file number: 021-436026

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

B CAPITAL FUND I, LLCOther Private Fund · Last reported Mar 11, 2026$13.1MGross asset value

Form D fundraising filings

B Capital Fund I LP

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-9477377618
Reported beneficial owners: 100
Minimum commitment: $20K
Form D file number: 021-325732

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

B CAPITAL WATERMARK 2023, LP (AI)Real Estate Fund · Last reported Mar 11, 2026$12.6MGross asset value

Form D fundraising filings

B Capital Watermark 2023 Fund LP

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-8834534578
Reported beneficial owners: 100
Minimum commitment: $5K
Form D file number: 021-485321

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

B CAPITAL WATERMARK 2023 QP, LPReal Estate Fund · Last reported Mar 11, 2026$12.2MGross asset value

Form D fundraising filings

B Capital Watermark 2023 QP Fund LP

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-8871424100
Reported beneficial owners: 60
Minimum commitment: $25K
Form D file number: 021-485318

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

B CAPITAL WATERMARK 2024 FUND LPReal Estate Fund · Last reported Mar 11, 2026$8.94MGross asset value

Form D fundraising filings

B Capital Watermark 2024 Fund LP

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-9125199049
Reported beneficial owners: 76
Minimum commitment: $10K
Form D file number: 021-514812

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

B CAPITAL WATERMARK 2022, LPReal Estate Fund · Last reported Mar 11, 2026$7.44MGross asset value

Form D fundraising filings

B Capital Watermark 2022 Fund LP

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-9461677744
Reported beneficial owners: 61
Minimum commitment: $100K
Form D file number: 021-431674

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

B CAPITAL FUND II, LLCReal Estate Fund · Last reported Mar 11, 2026$7.37MGross asset value

Form D fundraising filings

B Capital Fund II LLC

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Fund details & source

Fund ID: 805-4869704652
Reported beneficial owners: 68
Minimum commitment: $20K
Form D file number: 021-382281

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 11, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

272 RUTH ROAD
HARLEYSVILLE, PA, 19438, United States

CRD 288705

Filing source

Form ADV 2042235 · Mar 11, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.