# Berger Wealth Management, LLC

> Berger Wealth Management, LLC is a state-registered investment advisory firm in Naples, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 329239
- Filed as: BERGER WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329239
- AdvisorCensus page: https://advisorcensus.com/firm/berger-wealth-management-llc-naples-fl-329239

## Quick answers

**How is Berger Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Berger Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Berger Wealth Management, LLC located?**
Berger Wealth Management, LLC's principal office is in Naples, FL, according to its Form ADV.

**Is Berger Wealth Management, LLC registered with the SEC or a state?**
Berger Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329239.

**How much does Berger Wealth Management, LLC manage?**
Berger Wealth Management, LLC reports $55,140,634 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**What types of clients does Berger Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); corporations or other businesses not listed above (1).

**Does Berger Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329239

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,140,634
- Discretionary: $55,140,634
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $54,923,447 |
| Corporations or other businesses not listed above | 1 | $217,187 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bergerwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berger Wealth Management, LLC (CRD 329239): Form ADV filing data as of October 2026.