# BERGER WEALTH MANAGEMENT, LLC

BERGER WEALTH MANAGEMENT, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 329239
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329239/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329239/similar
- Related entities: https://search.stillhousedata.com/firm/329239/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329239

---

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.