Unclaimed Profile

John Robert Bergmann

LIBERTY WEALTH ADVISORS, LLC·NAPLES, Florida

Clean record8 years registeredLIBERTY WEALTH ADVISORS, LLC

4851 TAMIAMI TRAIL N., NAPLES, FL 34103CRD# 6042965Firm CRD# 107774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Robert Bergmann · NAPLES, FL

Registration

CRD #6042965 · LIBERTY WEALTH ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIBERTY WEALTH ADVISORS, LLC

J ROBERT BERGMANN ADVISORS, LLC

May 2025 – Apr 2026

OAKLAND TWP, MI

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Dec 2022 – Jun 2023

Royal Oak, MI

LIBERTY WEALTH ADVISORS, LLC

Nov 2017 – Dec 2022

NAPLES, FL

Registrations & Exams

Registration record

First registered · November 7, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIBERTY WEALTH ADVISORS, LLC

CRD 107774 · SEC 801-56681

AUM

$1.8B

Regulatory assets under management

Employees

2,090 client accounts

Services offered by LIBERTY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIBERTY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Robert Bergmann offer?

John Robert Bergmann specializes in Financial Planning, Investment Management.

What are John Robert Bergmann's credentials?

John Robert Bergmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Robert Bergmann located?

John Robert Bergmann is based in NAPLES, Florida, last registered with LIBERTY WEALTH ADVISORS, LLC.

How does John Robert Bergmann charge for services?

John Robert Bergmann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIBERTY WEALTH ADVISORS, LLC?

LIBERTY WEALTH ADVISORS, LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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