RIA Intel›Advisers›Mississippi›BERGLAND WEALTH MANAGEMENT, INC.

BERGLAND WEALTH MANAGEMENT, INC.

Advisory

RIDGELAND, MS

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in MS

#51

of 60 advisers by AUM

Average account

$427K

across 205 accounts

AUM per adviser

$87M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, MS, TX

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

60 clients

21 high-net-worth

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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NEWSONG CAPITAL MANAGEMENT, INC.

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