RIA Intel›Advisers›Florida›BERGER WEALTH MANAGEMENT, LLC

BERGER WEALTH MANAGEMENT, LLC

Advisory

NAPLES, FL

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,574

of 2,610 advisers by AUM

Average account

$112K

across 494 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients237

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

237 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CAPITAL CONSULTING GROUP, LLC

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