← Tributary

BERLA INVESTMENT CONSULTING

· CRD 112847 · IAPD ↗ · berlainv.com · 925-947-0326

$0Regulatory AUM
2Advisory reps
2Employees
69Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
June 2026 — BERLA INVESTMENT CONSULTING filed an Item 4A succession naming BERLA INVESTMENT CONSULTING (CRD 112847) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
50
June 2026 — BERLA INVESTMENT CONSULTING added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.