Investment adviser · CRD 313332
VON BERGE WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 14, 2025
- Regulatory AUM
- $430M Form ADV · Item 5.F
- Client accounts
- 995 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 157 | $338,520,275 | 78.7% |
| Individuals | 154 | $52,622,854 | 12.2% |
| Retirement plans | 7 | $30,280,033 | 7.0% |
| Corporations & businesses | 6 | $4,945,560 | 1.2% |
| Charities | Fewer than 5 | $3,665,843 | 0.9% |
Filing source
Form ADV 1956213 · Mar 14, 2025 · 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: Mar 14, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
600 WEST BROADWAY, SUITE 2625SAN DIEGO, CA, 92101, United States
CRD 313332
Filing source
Form ADV 1956213 · Mar 14, 2025 · 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.