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BERGLAND WEALTH MANAGEMENT, INC.
CRD 116513
213 DRAPERTON DRIVE, SUITE B, RIDGELAND, MS, 39157, United States
Phone
601-956-5181
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$87.4M
Discretionary AUM
$87.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $14.0M |
| High net worth individuals | 21 | $73.0M |
| Charitable organizations | 1 | $441K |
All web addresses on file
Official SEC filing: View on IAPD