Be advised. This firm is no longer registered.

Bergeron Wealth Management Company, LLC

Bergeron Wealth Management Company, LLC (CRD# 113946) is a financial advisory firm headquartered in Houston, TX. They manage $52,255,658 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $435,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bergeron Wealth Management Company, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.