Berlin Wealth Group Advisors

RIASEC Registered

Total AUM

$7.1M

Discretionary

$6.8M

95% of AUM

Avg account

$284K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Colonia Granada Mexico City,
CRD number: 330370
Registered since: April 2, 2024
Website: www.berlin-wealthadvisors.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI75.22%
Individuals24.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Berlin Wealth Group Advisors is an independent, owner-operated registered investment adviser organized as a sole proprietorship. The firm registered with the SEC in 2024 and concentrates on serving individual and family clients through a mix of financial planning and discretionary portfolio management. Its billing arrangements include a percentage-of-assets fee, hourly charges and the ability to assess performance-based fees. Advisory services listed in regulatory filings include financial planning and portfolio management for individuals, small businesses, and certain business or institutional clients. The firm does not identify as an active ESG investor.