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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONWAY, ERICK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Urbanek, Alexander, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
| VONBERGE, ERICK, DONALD | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (12)
AZ CA CO IL LA NE NY OH OK OR TX WA
Address
600 WEST BROADWAYSUITE 2625
SAN DIEGO, CA 92101
United States
Phone: 619-343-3212