# Berlin Wealth Group Advisors

> Berlin Wealth Group Advisors is an SEC-registered investment advisory firm in Colonia Granada, Mexico City, Mexico, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 330370
- Filed as: BERLIN WEALTH GROUP ADVISORS
- Legal name: Berlin, Jonathan Antonio Meza
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colonia Granada, Mexico City, Mexico
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330370
- AdvisorCensus page: https://advisorcensus.com/firm/berlin-wealth-group-advisors-colonia-granada-mexico-city-330370

## Quick answers

**How is Berlin Wealth Group Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Berlin Wealth Group Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Berlin Wealth Group Advisors located?**
Berlin Wealth Group Advisors' principal office is in Colonia Granada, Mexico City, Mexico, according to its Form ADV.

**Is Berlin Wealth Group Advisors registered with the SEC or a state?**
Berlin Wealth Group Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330370.

**How much does Berlin Wealth Group Advisors manage?**
Berlin Wealth Group Advisors reports $7,103,535 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (95% discretionary).

**How have Berlin Wealth Group Advisors' assets and staff changed since 2024?**
In the Form ADV data for Berlin Wealth Group Advisors: Regulatory assets under management: $1,420,000 in the October 2025 data and $7,103,535 in the October 2026 data, up 400%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Berlin Wealth Group Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Which custodians does Berlin Wealth Group Advisors use?**
Berlin Wealth Group Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Berlin Wealth Group Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330370

**What changed in Berlin Wealth Group Advisors' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $1,420,000 to $7,103,535 (+400%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $7,103,535
- Discretionary: $6,760,620
- Non-discretionary: $342,915

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $1,760,020 |
| High net worth individuals | Fewer than 5 | $5,343,515 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [berlin-wealthadvisors.com](https://berlin-wealthadvisors.com)
- LinkedIn @berlinadvisors
- X @Berlinwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 1 | June 13, 2024 |
| October 2025 | $1,420,000 | 3 | July 10, 2025 |
| October 2026 | $7,103,535 | 2 | June 22, 2026 |

Regulatory assets under management: $1,420,000 in the October 2025 data and $7,103,535 in the October 2026 data, up 400%.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $1,420,000 to $7,103,535 (+400%).

### February 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berlin Wealth Group Advisors (CRD 330370): Form ADV filing data as of October 2026.