# Milton Berg Advisors LLC

> Milton Berg Advisors LLC is a state-registered investment advisory firm in Wayne, PA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated December 22, 2025.

- CRD: 166943
- Filed as: MILTON BERG ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: December 22, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166943
- AdvisorCensus page: https://advisorcensus.com/firm/milton-berg-advisors-llc-wayne-pa-166943

## Quick answers

**How is Milton Berg Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Milton Berg Advisors LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Milton Berg Advisors LLC located?**
Milton Berg Advisors LLC's principal office is in Wayne, PA, according to its Form ADV.

**Is Milton Berg Advisors LLC registered with the SEC or a state?**
Milton Berg Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 166943.

**Does Milton Berg Advisors 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/166943

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- miltonberg.com
- LinkedIn @milton-berg-49194a20a
- X @bergmilton
- YouTube @miltonbergadvisorsllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milton Berg Advisors LLC (CRD 166943): Form ADV filing data as of October 2026.