RIA Intel›Advisers›Washington›BERGSTROM, ROBERT L.

BERGSTROM, ROBERT L.

Advisory

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

Average account

$642K

across 16 accounts

AUM per adviser

$10M

1 advisers

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

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWA

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

12 clients

2 high-net-worth

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

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UNLEASHED FINANCIAL LLC

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PHYSICIAN ADVISING LLC

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