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VON BERGE WEALTH MANAGEMENT GROUP, LLC

SAN DIEGO, CA · CRD 313332 · IAPD ↗ · vonbergewealthmgt.com · 619-343-3212

$430.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — VON BERGE WEALTH MANAGEMENT GROUP, LLC (SAN DIEGO, CA) left the SEC roster (was $430.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — VON BERGE WEALTH MANAGEMENT GROUP, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — VON BERGE WEALTH MANAGEMENT GROUP, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2024 — VON BERGE WEALTH MANAGEMENT GROUP, LLC reported RAUM up 31% ($286.1M -> $375.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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