Berrenberg Wealth Management LLC

Berrenberg Wealth Management LLC (CRD# 113888) is a financial advisory firm headquartered in Albuquerque, NM. They manage $27,751,924 in 157 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3876 Masthead Street Ne, Suite A, Albuquerque, NM 87109
http://www.berrenbergwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $176,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NM, TX

Financial Advisors at Berrenberg Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Terri Berrenberg, financial advisor Albuquerque NM
Terri W. Berrenberg
CRD#: 1449052
3876 Masthead Ne, Suite A, Albuquerque, NM 87109
96
Wealthminder
score

Terri Berrenberg (CRD# 1449052) is an Investment Advisor Representative working at Berrenberg Wealth Management LLC in Albuquerque, NM and has over 31 years of experience in the finance industry. Terri Berrenberg 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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