Von Berge Wealth Management Group, LLC

Von Berge Wealth Management Group, LLC (CRD# 313332) is a financial advisory firm headquartered in San Diego, CA. They manage $375,921,686 in 1,043 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
600 West Broadway, Suite 2625, San Diego, CA 92101
https://www.vonbergewealthmgt.com
By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $360,423
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, LA, NE, NY, OH, OK, OR, TX, WA

Financial Advisors at Von Berge Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Erick Conway, financial advisor San Diego CA
Erick S. Conway
CRD#: 5621699
600 West Broadway, Suite 2625, San Diego, CA 92101

Erick Conway (CRD# 5621699) is an Investment Advisor Representative working at Von Berge Wealth Management Group, LLC in San Diego, CA and has over 12 years of experience in the finance industry.

2
Erick Vonberge, financial advisor San Diego CA
Erick D. Vonberge
CRD#: 1706698
600 West Broadway, Suite 2625, San Diego, CA 92101

Erick Vonberge (CRD# 1706698) is an Investment Advisor Representative working at Von Berge Wealth Management Group, LLC in San Diego, CA and has over 32 years of experience in the finance industry.

3
Alexander Urbanek, financial advisor San Diego CA
Alexander M. Urbanek
CRD#: 6649378
600 West Broadway, Suite 2625, San Diego, CA 92101

Alexander Urbanek (CRD# 6649378) is an Investment Advisor Representative working at Von Berge Wealth Management Group, LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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