# VON BERGE WEALTH MANAGEMENT GROUP, LLC

VON BERGE WEALTH MANAGEMENT GROUP, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 313332
- Type: SEC-registered investment adviser
- SEC file number: 801-120680
- Location: 600 WEST BROADWAY, SUITE 2625, SAN DIEGO, CA, 92101
- Phone: 619-343-3212
- Latest filing: 2025-03-14
- Regulatory AUM: $430.0M
- Discretionary AUM: $388.6M
- Non-discretionary AUM: $41.4M
- Clients: 2
- Accounts: 995

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Erick Donald Vonberge | MANAGING MEMBER | — |
| Alexander Michael Urbanek | CHIEF COMPLIANCE OFFICER | — |
| VONBERGE ERICK DONALD | MANAGING MEMBER | — |
| CONWAY ERICK SCOTT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313332/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313332/similar
- Related entities: https://search.stillhousedata.com/firm/313332/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313332

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.