Michele L. Hewitt

WELLFULL

Harleysville, PA 19438

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CRD#: 7313627

Professional summary

Michele Lyn Hewitt, who also goes by Michele L Bergey, is a registered financial advisor currently at WELLFULL located in Harleysville, Pennsylvania.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michele has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele L Bergey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Rental properties; not investment related; owner; income from rental properties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Lyn Hewitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2024 - Present

WELLFULL

Office #1: 272 Ruth Road, Harleysville, PA 19438

RIA

CRD#: 288705

Harleysville, PA

Past

May 25, 2022 - September 30, 2024

WESCOTT FINANCIAL ADVISORY GROUP LLC

RIA

CRD#: 105989

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLFULL

BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS

CRD#: 288705 / SEC#: 801-110661

RIA

Registered Investment Advisory firm - (6/29/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WELLFULL

BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS

CRD#: 288705 / SEC#: 801-110661

RIA

Registered Investment Advisory firm - (6/29/2017 Approved)

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Contact information

Main Address

272 Ruth Road, Harleysville, PA 19438

Mailing Address

Phone number

(267) 500-1080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLFULL 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	2,370
AUM (Assets Under Management)	$ 755,902,348

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michele L. Hewitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Lyn Hewitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLFULL

WESCOTT FINANCIAL ADVISORY GROUP LLC

Primary Firm SEC Registration

WELLFULL

State Registrations and Notice Filings

Exams

Current Firm

WELLFULL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLFULL

TRUST BUT VERIFY

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