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BERGER WEALTH MANAGEMENT, LLC
CRD 329239
5621 STRAND BLVD,, SUITE 305, NAPLES, FL, 34110, United States
Phone
239-572-3720
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.1M
Discretionary AUM
$55.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $54.9M |
| Corporations/business entities | 1 | $217K |
All web addresses on file
Official SEC filing: View on IAPD