VON BERGE WEALTH MANAGEMENT GROUP, LLC

600 West Broadway
Suite 2625
San Diego, California 92101
Tel: 619-343-3212

About VON BERGE WEALTH MANAGEMENT GROUP, LLC

VON BERGE WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as VON BERGE WEALTH MANAGEMENT GROUP, LLC. The firm was established in 04/01/2021. They have over 1 offices throughout the country.

VON BERGE WEALTH MANAGEMENT GROUP, LLC is a San Diego, California based Financial Planning firm with nearly $375,921,686 assets under management, offering retirement planning & investment advisory services to 1043 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313332
SEC#	801-120680
Assets Managed by Firm	$375,921,686
No. of Clients	1043
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1043	$375,921,686
Individuals (other than high net worth individuals)	263	$194,561,656
High net worth individuals	104	$149,663,697
Pension and profit sharing plans	6	$23,460,396
Charitable organizations	2	$3,369,753
Corporations or other businesses	5	$4,866,184

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