⚲
|
von Berge Wealth Management Group LLC
✚
|
|
---|---|
CRD # | 313332 |
SEC # | 801-120680 |
CIK # | 0001908070 |
AUM | $375.9 MM (2024-01-31) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 619-343-3212 |
Address | 600 West Broadway San Diego, CA 92101 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 3.4 | |
META | 434,852.0 | 2.1 | |
MSFT | 1,918,222.4 | 2.0 | |
XOM | 385,508.3 | 1.6 | |
TSLA | 723,390.3 | 1.4 | |
QCOM | 147,392.0 | 1.3 | |
NVDA | 399,550.0 | 1.1 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 263 | 194.6 |
(b) Individuals (high net worth individuals) | 104 | 149.7 |
(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 | 6 | 23.5 |
(h) Charitable organizations | 2 | 3.4 |
(i) State or municipal government entities | 0 | 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 | 5 | 4.9 |
(n) Other | 0 | 0.0 |
Total | 1,043 | 375.9 |
By Discretionary | ||
Discretionary | 1,023 | 342.7 |
Non-Discretionary | 20 | 33.2 |
Total | 1,043 | 375.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 375.5 | |
Total | 1,043 | 375.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001908070] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ulland Investment Advisors LLC
✚
|
MN | 0.4 |
Squire Investment Management Company LLC
✚
|
UT | 0.4 |
Acorn Wealth Advisors LLC
✚
|
MI | 0.4 |
Adirondack Financial Services Corp
✚
|
NY | 0.4 |
Clear Creek Wealth Management LLC
✚
|
CO | 0.4 |
BCGM Wealth Management LLC
✚
|
IN | 0.4 |
Horizon Advisors LLC
✚
|
TX | 0.4 |
Triagen Wealth Management LLC
✚
|
CA | 0.4 |
Meridiana MFO LLC
✚
|
FL | 0.4 |
BNA Wealth Inc
✚
|
SC | 0.4 |