VON BERGE WEALTH MANAGEMENT GROUP, LLC
CRD #313332 SEC #801-120680 SAN DIEGO, CA 619-343-3212
SEC Registered
Total AUM
$430M
Discretionary
$388.6M
Employees
2
Clients
0
Accounts
995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $430M | $388.6M | $41.4M | 2 | 0 |
| Jan 2024 | $375.9M | $342.7M | $33.2M | 3 | 0 |
| Feb 2023 | $286.1M | $264.2M | $21.9M | 3 | 0 |
| May 2022 | $320.5M | $290.2M | $30.3M | 3 | 0 |
| Jan 2022 | $320.5M | $290.2M | $30.3M | 3 | 0 |
| Jun 2021 | $299.9M | $272.2M | $27.7M | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$430M
Discretionary$388.6M
Non-Disc.$41.4M
Employees2
Clients0
DateJan 2024
Total AUM$375.9M
Discretionary$342.7M
Non-Disc.$33.2M
Employees3
Clients0
DateFeb 2023
Total AUM$286.1M
Discretionary$264.2M
Non-Disc.$21.9M
Employees3
Clients0
DateMay 2022
Total AUM$320.5M
Discretionary$290.2M
Non-Disc.$30.3M
Employees3
Clients0
DateJan 2022
Total AUM$320.5M
Discretionary$290.2M
Non-Disc.$30.3M
Employees3
Clients0
DateJun 2021
Total AUM$299.9M
Discretionary$272.2M
Non-Disc.$27.7M
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0