BERGANKDV WEALTH MANAGEMENT, LLC
CRD #143038 SEC #801-67536 BLOOMINGTON, MN 888-812-3533
SEC Registered
Total AUM
$2.1B
Discretionary
$953.4M
Employees
33
Clients
251
Accounts
2,977
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $2.1B | $953.4M | $1.1B | 33 | 18 |
| Oct 2021 | $2.1B | $932.1M | $1.2B | 28 | 13 |
| Aug 2021 | $2.1B | $932.1M | $1.2B | 28 | 13 |
| Aug 2021 | $2.1B | $932.1M | $1.2B | 28 | 13 |
| Mar 2021 | $1.3B | $671.1M | $671.8M | 24 | 2 |
| Mar 2021 | $1.3B | $671.1M | $671.8M | 24 | 2 |
| Sep 2020 | $1.3B | $671.1M | $671.8M | 24 | 2 |
| Aug 2020 | $1.3B | $671.1M | $671.8M | 24 | 2 |
| Jun 2020 | $1.3B | $570.2M | $700.5M | 24 | 7 |
| Aug 2019 | $1.3B | $570.2M | $700.5M | 24 | 7 |
| Aug 2019 | $1.3B | $570.2M | $700.5M | 24 | 7 |
| Feb 2019 | $1.4B | $465.7M | $933.3M | 26 | 10 |
| Jan 2019 | $1.4B | $465.7M | $933.3M | 26 | 10 |
| Aug 2018 | $1.4B | $465.7M | $933.3M | 26 | 10 |
| Jan 2018 | $1.4B | $454.5M | $934.7M | 26 | 11 |
| Nov 2017 | $1.4B | $454.5M | $934.7M | 26 | 11 |
| Sep 2017 | $1.4B | $454.5M | $934.7M | 26 | 910 |
| Aug 2017 | $1.4B | $454.5M | $934.7M | 26 | 910 |
| Aug 2017 | $1.4B | $454.5M | $934.7M | 26 | 910 |
| Feb 2017 | $1.4B | $342.8M | $1B | 24 | 900 |
| Oct 2016 | $1.4B | $342.8M | $1B | 24 | 900 |
| Aug 2016 | $1.4B | $342.8M | $1B | 24 | 900 |
| May 2016 | $1.1B | $289.3M | $844.1M | 21 | 800 |
| Jan 2016 | $1.1B | $289.3M | $844.1M | 21 | 800 |
| Oct 2015 | $1.1B | $289.3M | $844.1M | 21 | 800 |
| Sep 2015 | $1.1B | $289.3M | $844.1M | 21 | 800 |
| Sep 2015 | $1.1B | $289.3M | $844.1M | 21 | 800 |
| Sep 2015 | $1.1B | $289.3M | $844.1M | 21 | 800 |
| Apr 2015 | $231.8M | $229.6M | $2.3M | 18 | 700 |
| Dec 2014 | $231.8M | $229.6M | $2.3M | 18 | 700 |
| Nov 2014 | $231.8M | $229.6M | $2.3M | 13 | 700 |
| Oct 2014 | $231.8M | $229.6M | $2.3M | 13 | 700 |
| Jul 2014 | $231.8M | $229.6M | $2.3M | 13 | 700 |
| Sep 2013 | $217.1M | $217.1M | $0 | 13 | 300 |
| Apr 2013 | $158.2M | $158.2M | $0 | 12 | 300 |
| Feb 2013 | $158.2M | $158.2M | $0 | 12 | 300 |
| Feb 2013 | $158.2M | $158.2M | $0 | 12 | 300 |
| Jan 2013 | $158.2M | $158.2M | $0 | 12 | 300 |
| Dec 2012 | $132.6M | $132.6M | $0 | 10 | 300 |
| Nov 2012 | $132.6M | $132.6M | $0 | 10 | 300 |
| Sep 2012 | $222M | $132.6M | $89.5M | 11 | 300 |
| May 2012 | $171.5M | $118.8M | $52.7M | 11 | 300 |
| Mar 2012 | $234.1M | $125.6M | $108.5M | 11 | 300 |
| Nov 2011 | $210.4M | $110.8M | $99.6M | 11 | 251 |
| Sep 2010 | $59.3M | $59.3M | $0 | 10 | -- |
| Sep 2009 | $42M | $42M | $0 | 5 | -- |
| Jan 2008 | $32.8M | $32.8M | $0 | 5 | -- |
| Jan 2008 | $32.8M | $32.8M | $0 | 5 | -- |
| Sep 2007 | $32.8M | $32.8M | $0 | 5 | -- |
| Jan 2007 | $71.8M | $71.8M | $0 | 5 | -- |
DateAug 2022
Total AUM$2.1B
Discretionary$953.4M
Non-Disc.$1.1B
Employees33
Clients18
DateOct 2021
Total AUM$2.1B
Discretionary$932.1M
Non-Disc.$1.2B
Employees28
Clients13
DateAug 2021
Total AUM$2.1B
Discretionary$932.1M
Non-Disc.$1.2B
Employees28
Clients13
DateAug 2021
Total AUM$2.1B
Discretionary$932.1M
Non-Disc.$1.2B
Employees28
Clients13
DateMar 2021
Total AUM$1.3B
Discretionary$671.1M
Non-Disc.$671.8M
Employees24
Clients2
DateMar 2021
Total AUM$1.3B
Discretionary$671.1M
Non-Disc.$671.8M
Employees24
Clients2
DateSep 2020
Total AUM$1.3B
Discretionary$671.1M
Non-Disc.$671.8M
Employees24
Clients2
DateAug 2020
Total AUM$1.3B
Discretionary$671.1M
Non-Disc.$671.8M
Employees24
Clients2
DateJun 2020
Total AUM$1.3B
Discretionary$570.2M
Non-Disc.$700.5M
Employees24
Clients7
DateAug 2019
Total AUM$1.3B
Discretionary$570.2M
Non-Disc.$700.5M
Employees24
Clients7
DateAug 2019
Total AUM$1.3B
Discretionary$570.2M
Non-Disc.$700.5M
Employees24
Clients7
DateFeb 2019
Total AUM$1.4B
Discretionary$465.7M
Non-Disc.$933.3M
Employees26
Clients10
DateJan 2019
Total AUM$1.4B
Discretionary$465.7M
Non-Disc.$933.3M
Employees26
Clients10
DateAug 2018
Total AUM$1.4B
Discretionary$465.7M
Non-Disc.$933.3M
Employees26
Clients10
DateJan 2018
Total AUM$1.4B
Discretionary$454.5M
Non-Disc.$934.7M
Employees26
Clients11
DateNov 2017
Total AUM$1.4B
Discretionary$454.5M
Non-Disc.$934.7M
Employees26
Clients11
DateSep 2017
Total AUM$1.4B
Discretionary$454.5M
Non-Disc.$934.7M
Employees26
Clients910
DateAug 2017
Total AUM$1.4B
Discretionary$454.5M
Non-Disc.$934.7M
Employees26
Clients910
DateAug 2017
Total AUM$1.4B
Discretionary$454.5M
Non-Disc.$934.7M
Employees26
Clients910
DateFeb 2017
Total AUM$1.4B
Discretionary$342.8M
Non-Disc.$1B
Employees24
Clients900
DateOct 2016
Total AUM$1.4B
Discretionary$342.8M
Non-Disc.$1B
Employees24
Clients900
DateAug 2016
Total AUM$1.4B
Discretionary$342.8M
Non-Disc.$1B
Employees24
Clients900
DateMay 2016
Total AUM$1.1B
Discretionary$289.3M
Non-Disc.$844.1M
Employees21
Clients800
DateJan 2016
Total AUM$1.1B
Discretionary$289.3M
Non-Disc.$844.1M
Employees21
Clients800
DateOct 2015
Total AUM$1.1B
Discretionary$289.3M
Non-Disc.$844.1M
Employees21
Clients800
DateSep 2015
Total AUM$1.1B
Discretionary$289.3M
Non-Disc.$844.1M
Employees21
Clients800
DateSep 2015
Total AUM$1.1B
Discretionary$289.3M
Non-Disc.$844.1M
Employees21
Clients800
DateSep 2015
Total AUM$1.1B
Discretionary$289.3M
Non-Disc.$844.1M
Employees21
Clients800
DateApr 2015
Total AUM$231.8M
Discretionary$229.6M
Non-Disc.$2.3M
Employees18
Clients700
DateDec 2014
Total AUM$231.8M
Discretionary$229.6M
Non-Disc.$2.3M
Employees18
Clients700
DateNov 2014
Total AUM$231.8M
Discretionary$229.6M
Non-Disc.$2.3M
Employees13
Clients700
DateOct 2014
Total AUM$231.8M
Discretionary$229.6M
Non-Disc.$2.3M
Employees13
Clients700
DateJul 2014
Total AUM$231.8M
Discretionary$229.6M
Non-Disc.$2.3M
Employees13
Clients700
DateSep 2013
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees13
Clients300
DateApr 2013
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees12
Clients300
DateFeb 2013
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees12
Clients300
DateFeb 2013
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees12
Clients300
DateJan 2013
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees12
Clients300
DateDec 2012
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees10
Clients300
DateNov 2012
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees10
Clients300
DateSep 2012
Total AUM$222M
Discretionary$132.6M
Non-Disc.$89.5M
Employees11
Clients300
DateMay 2012
Total AUM$171.5M
Discretionary$118.8M
Non-Disc.$52.7M
Employees11
Clients300
DateMar 2012
Total AUM$234.1M
Discretionary$125.6M
Non-Disc.$108.5M
Employees11
Clients300
DateNov 2011
Total AUM$210.4M
Discretionary$110.8M
Non-Disc.$99.6M
Employees11
Clients251
DateSep 2010
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$71.8M
Discretionary$71.8M
Non-Disc.$0
Employees5
Clients--