RIA Intel›Advisers›Minnesota›BERGANKDV WEALTH MANAGEMENT, LLC

BERGANKDV WEALTH MANAGEMENT, LLC

Advisory

N·BLOOMINGTON, MN

Data as of Aug 8, 2022 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

-2.9%

3-Year CAGR

+17.8%

Employees

23

Assets Under Management

Total AUM$2.1B

Discretionary AUM$953M

Non-Discretionary AUM$1.1B

Discretionary %45.8%

Total Clients—

Team

Total Employees23

Investment Advisers33

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingJan 24, 2007

Latest FilingAug 8, 2022

🔒 Full AUM trend chart and 53 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BERGANKDV WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.