VON BERGE WEALTH MANAGEMENT GROUP, LLC

SAN DIEGO, California·2 registered advisors·CRD# 313332

SEC# 801-1206800619-343-3212

01

Firm Overview

AUM

$376M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at VON BERGE WEALTH MANAGEMENT GROUP, LLC

2 registered advisors

Erick Donald Vonberge

SAN DIEGO, California

Erick Scott Conway

SAN DIEGO, California

05

Office Locations

SAN DIEGO, California

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Data sourced from SEC Form ADV filings. VON BERGE WEALTH MANAGEMENT GROUP, LLC (CRD# 313332) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.