Paola Bernardi is a registered investment advisor at Clockwork Capital, LLC, based in Charlottesville, VA. Paola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 1 clients.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

427 Park Street, Charlottesville, VA, 22902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paola is a Senior Analyst at Clockwork Universe, Inc., providing software for tracking private securities portfolios. This takes nearly full-time, including time during securities trading hours.

Employment History
Current Registrations
Clockwork Capital, LLC
May 2025 - Present · 1 yr
State Registrations2 states
LAVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.