BERGLAND WEALTH MANAGEMENT, INC.

BERGLAND WEALTH MANAGEMENT, INC. of RIDGELAND, MS is an SEC-registered investment adviser (CRD 116513). Regulatory assets under management: $87.4M.

Registration

• CRD: 116513
• Type: Registered investment adviser
• Location: 213 DRAPERTON DRIVE, RIDGELAND, MS, 39157
• Phone: 601-956-5181
• Latest filing: 2026-02-23
• Regulatory AUM: $87.4M
• Discretionary AUM: $87.4M
• Clients: 1
• Accounts: 205

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search