Bergland Wealth Management, Inc.

RIAState 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, privately owned advisory firm that serves both individual/family and institutional clients. The firm operates as a capital allocator, directing client capital into external managers and funds in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and the publication of periodicals or newsletters. Fee arrangements combine percentage-of-assets and fixed-fee structures. Bergland Wealth Management was named a Top RIA Firm by FA Magazine in 2020.