BERENZ WEALTH MANAGEMENT, LLC

Overview

Berenz Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management and, in some cases, hourly fees. Berenz does not identify as an active ESG investor and is not a multi-state adviser or pension consultant. The firm lists an industry affiliation with an accountant, suggesting a collaborative relationship for tax or accounting matters.

Assets & Accounts

Public Holdings

Investments & Alternatives