BERGLAND WEALTH MANAGEMENT, INC.

RIASEC Registered

Total AUM

$87.4M

Discretionary

$87.4M

100% of AUM

Avg account

$427K

Accounts

205

Employees

Advisory reps

Firm details

Headquarters: RIDGELAND, Mississippi
CRD number: 116513
Website: www.berglandwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.49%
Individuals16%
Charitable Organizations0.5%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bergland Wealth Management, Inc. is an independent, owner-operated registered investment adviser that manages fee-based portfolios for individuals, families and institutional clients. The firm combines financial planning and portfolio management with the authority to select third‑party managers, positioning itself as a capital allocator rather than a simple execution shop. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and the publication of client-facing periodicals or newsletters. Fee arrangements include both percentage-of-AUM billing and fixed fees for advisory or planning engagements. The firm is not an active ESG investor and operates within a single state jurisdiction. Bergland Wealth Management, Inc. was recognized by FA Magazine as a Top RIA Firm in 2020.