BERGER WEALTH MANAGEMENT, LLC

BERGER WEALTH MANAGEMENT, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 329239). Regulatory assets under management: $55.1M.

Registration

• CRD: 329239
• Type: Registered investment adviser
• Location: 5621 STRAND BLVD,, NAPLES, FL, 34110
• Phone: 239-572-3720
• Latest filing: 2026-01-19
• Regulatory AUM: $55.1M
• Discretionary AUM: $55.1M
• Clients: 1
• Accounts: 494

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search