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BERLIN WEALTH GROUP ADVISORS

BERLIN, JONATHAN ANTONIO MEZA

CRD 330370 · SEC 801-129828

Visit website

DC, United States

Phone

+1 310 696 3704

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.4M

Discretionary AUM

$1.1M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Sole Proprietorship

Filing date

2026-01-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals13$1.4M

States served

DC, TX

All web addresses on file

Official SEC filing: View on IAPD