{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/174761#adviser","name":"BERNARD CAROLI WEALTH MANAGEMENT INC.","alternateName":"BCS PRIVATE WEALTH MANAGEMENT","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"174761"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-89173"}],"address":{"@type":"PostalAddress","addressLocality":"RUMSON","addressRegion":"NJ","postalCode":"07760","addressCountry":"United States"},"url":"HTTP://WWW.BC-WM.COM","description":"BERNARD CAROLI WEALTH MANAGEMENT INC. is a Registered Investment Adviser based in RUMSON, NJ. Reports $469,674,455 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":469674455},{"@type":"PropertyValue","propertyID":"Number of accounts","value":580},{"@type":"PropertyValue","propertyID":"Employees","value":6},{"@type":"PropertyValue","propertyID":"Private funds managed","value":2},{"@type":"PropertyValue","propertyID":"Custody via related person","value":"Yes"}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/174761","https://reports.adviserinfo.sec.gov/reports/ADV/174761/PDF/174761.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T11:50:06.775Z"}}