Berger Wealth Management, LLC

Overview

Berger Wealth Management, LLC is a small, fee-based advisory practice that focuses on discretionary portfolio management for individuals, families and institutional clients, and also provides pension consulting services. The firm operates as a limited liability company under individual ownership and charges clients on a percentage-of-assets-under-management basis. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios, while the firm supplements core allocations with third-party real estate strategies. Portfolio construction appears geared toward turnkey, manager-driven solutions rather than heavy direct equity trading. That orientation fits a client base made up of individual and family accounts alongside business and institutional relationships. The firm does not identify itself as an active ESG investor and is not multi-state registered, which implies a regional focus and a straightforward compliance footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices