Berlin Wealth Group Advisors

RIASEC RegisteredEst. 2024

Total AUM

$7.1M

Discretionary

$6.8M

95% of AUM

Avg account

$284K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Colonia Granada Mexico City,
CRD number: 330370
Registered since: April 2, 2024
Website: www.berlin-wealthadvisors.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI75.22%
Individuals24.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Berlin Wealth Group Advisors is a small, independent registered investment adviser structured as a sole proprietorship and SEC-registered in 2024. The firm serves individual and family clients and reports an owner who is an individual. It provides financial planning and portfolio management for individuals, small businesses, and for business or institutional clients. Fee arrangements include a percentage of assets under management, hourly charges, and the possibility of performance-based fees. FINTRX notes the firm does not operate as a capital allocator and is not flagged as an active ESG investor.