Overview
Assets Under Management: $376 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Frequently Asked Questions
VON BERGE WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313332), VON BERGE WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
VON BERGE WEALTH MANAGEMENT GROUP, LLC is headquartered in SAN DIEGO, CA.
VON BERGE WEALTH MANAGEMENT GROUP, LLC serves 157 high-net-worth clients according to their SEC filing dated January 31, 2024. View client details ↓
According to their SEC Form ADV, VON BERGE WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VON BERGE WEALTH MANAGEMENT GROUP, LLC manages $376 million in client assets according to their SEC filing dated January 31, 2024.
According to their SEC Form ADV, VON BERGE WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,043
Discretionary Accounts: 1,023
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 313332
Last Filing Date: 2024-01-31 00:00:00
Website: https://vbwmgt.com