Investment adviser · CRD 143038
BERGANKDV WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
BLOOMINGTON, MN, United States · Form ADV filed Aug 8, 2022
- Regulatory AUM
- $2.08B Form ADV · Item 5.F
- Client accounts
- 2,977 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 108 | $1,086,585,535 | 52.2% |
| High-net-worth individuals | 347 | $753,922,706 | 36.2% |
| Individuals | 538 | $160,373,958 | 7.7% |
| Other clients | 54 | $59,400,185 | 2.9% |
| Corporations & businesses | 15 | $16,659,896 | 0.8% |
| Government entities | Fewer than 5 | $3,397,202 | 0.2% |
| Charities | Fewer than 5 | $130,768 | 0.0% |
Filing source
Form ADV 1667602 · Aug 8, 2022 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 8, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3800 AMERICAN BLVD, SUITE 1000BLOOMINGTON, MN, 55431, United States
CRD 143038
Filing source
Form ADV 1667602 · Aug 8, 2022 · 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.