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| Bergankdv Wealth Management LLC
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|---|---|
| CRD # | 143038 |
| SEC # | 801-67536 |
| CIK # | 0001660203 |
| AUM | $2.1 BB (2022-08-08) |
| Employees | 33 (70% Investors, 0% Brokers) |
| Phone | 888-812-3533 |
| Address | 3800 American Blvd Bloomington, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001660203 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 23.9 | |
| Microsoft Corp | 1,918,222.4 | 11.9 | |
| UnitedHealth Group Inc | 477,004.0 | 11.9 | |
| Medtronic Holdings Ltd | 118,520.9 | 8.1 | |
| Cummins Inc | 27,663.6 | 7.5 | |
| Johnson & Johnson | 465,600.2 | 7.1 | |
| Coca Cola Co | 269,985.6 | 7.1 | |
| Honeywell International Inc | 119,775.0 | 7.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 0.2 |
| (b) Individuals (high net worth individuals) | 347 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 1.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 54 | 0.1 |
| Total | 2,977 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,379 | 1.0 |
| Non-Discretionary | 598 | 1.1 |
| Total | 2,977 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,977 | 2.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001660203] |
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|---|---|---|
|
Sovereign Investment Advisors LLC
✚
|
AZ | 2.1 |
|
Emerald Advisers LLC
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PA | 2.1 |
|
CX Institutional LLC
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IN | 2.1 |
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Asset Dedication LLC
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CA | 2.1 |
|
Vista Capital Partners Inc
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OR | 2.1 |
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Kunath Karren Rinne & Atkin LLC
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WA | 2.1 |
|
Girard Advisory Services LLC
✚
|
PA | 2.1 |
|
Gibson Capital LLC
✚
|
PA | 2.1 |
|
on Investment Management Co
✚
|
OH | 2.1 |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2.1 |