Von Berge Wealth Management Group, LLC
CRD 313332SEC# 801-120680San Diego, CA
No longer SEC-registered. Von Berge Wealth Management Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$430M
Employees
2
Accounts
995
Location
San Diego, CA
Von Berge Wealth Management Group, LLC assets under management
Von Berge Wealth Management Group, LLC is an SEC-registered investment adviser based in San Diego, CA. It reports $430 million in regulatory assets under management and employs 2 people.
Von Berge Wealth Management Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Michael Urbanek Control | Chief Compliance Officer | Under 5% | 2024 |
| Erick Donald Vonberge Control | Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Von Berge Wealth Management Group, LLC manage?
Von Berge Wealth Management Group, LLC reports $430 million in regulatory assets under management on its Form ADV.
How many employees does Von Berge Wealth Management Group, LLC have?
Von Berge Wealth Management Group, LLC reports 2 employees.
Where is Von Berge Wealth Management Group, LLC located?
Von Berge Wealth Management Group, LLC is based in San Diego, CA.
Does Von Berge Wealth Management Group, LLC disclose fund performance?
Von Berge Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 West Broadway, Suite 2625, San Diego, CA 92101 |
| Office hours | 6:30 a.m. - 3:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$430MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$430Mregulatory AUM
Discretionary $388.6MNon-discretionary $41.4M