von Berge Wealth Management Group LLC

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Assets, Funds, Holdings

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von Berge Wealth Management Group LLC
CRD #313332
SEC #801-120680
CIK #0001908070
AUM $375.9 MM (2024-01-31)
Employees 3 (100% Investors, 0% Brokers)
Phone619-343-3212
Address600 West Broadway
San Diego, CA 92101
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
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 ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($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
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