# Bergland Wealth Management, Inc.

> Bergland Wealth Management, Inc. is a state-registered investment advisory firm in Ridgeland, MS, registered since 1992, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 116513
- Filed as: BERGLAND WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ridgeland, MS
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116513
- AdvisorCensus page: https://advisorcensus.com/firm/bergland-wealth-management-inc-ridgeland-ms-116513

## Quick answers

**How is Bergland Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bergland Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Bergland Wealth Management, Inc. located?**
Bergland Wealth Management, Inc.'s principal office is in Ridgeland, MS, according to its Form ADV.

**Is Bergland Wealth Management, Inc. registered with the SEC or a state?**
Bergland Wealth Management, Inc. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 116513.

**How much does Bergland Wealth Management, Inc. manage?**
Bergland Wealth Management, Inc. reports $87,435,967 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Bergland Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (21); charitable organizations (1).

**Does Bergland Wealth Management, Inc. 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/116513

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $87,435,967
- Discretionary: $87,435,967
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $13,991,097 |
| High net worth individuals | 21 | $73,004,021 |
| Charitable organizations | 1 | $440,849 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1992 (34 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- berglandcapital.com
- berglandcapitol.com
- berglandwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bergland Wealth Management, Inc. (CRD 116513): Form ADV filing data as of October 2026.