Bergeron Wealth Management Company, LLC

Bergeron Wealth Management Company, LLC (CRD# 113946) is a financial advisory firm headquartered in Houston, TX. They manage $28,489,029 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $384,987
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bergeron Wealth Management Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Phillip S. Turboff
CRD#: 4533557
24 Greenway Plaza, Suite 550, Houston, TX 77046
96
Wealthminder
score

Phillip Turboff (CRD# 4533557) is an Investment Advisor Representative working at Bergeron Wealth Management Company, LLC in Houston, TX and has over 14 years of experience in the finance industry. Phillip Turboff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Bergeron
CRD#: 4446119
24 Greenway Plaza, Suite 550, Houston, TX 77046
90
Wealthminder
score

David Bergeron (CRD# 4446119) is an Investment Advisor Representative working at Bergeron Wealth Management Company, LLC in Houston, TX and has 1 year of experience in the finance industry. David Bergeron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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