Bergquist Wang, LLC

Bergquist Wang, LLC (CRD# 167570) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $122,207,965 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $1,357,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA

Financial Advisors at Bergquist Wang, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Bergquist
CRD#: 1378702
1114 State Street, Suite 300, Santa Barbara, CA 93101
96
Wealthminder
score

Michael Bergquist (CRD# 1378702) is an Investment Advisor Representative working at Bergquist Wang, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry. Michael Bergquist 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
Jonathan K. Wang
CRD#: 4196411
1114 State Street, Suite 300, Santa Barbara, CA 93101
90
Wealthminder
score

Jonathan Wang (CRD# 4196411) is an Investment Advisor Representative working at Bergquist Wang, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Jonathan Wang 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.