# Bargeld Financial

Bargeld Financial is a RIA based in Media, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Media, United States
- **Assets under management:** Undisclosed
- **Website:** https://bargeldfinancial.com

## Regulatory record

- **CRD number:** 327633
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327633

## About

Bargeld Financial is a registered investment adviser and independent fiduciary firm. It provides investment management, wealth management, financial planning, retirement planning, tax planning, and tax preparation services. The firm serves individuals, families, and small businesses throughout Delaware County and across Pennsylvania with objective advice and personalized financial strategies.

## People

- Benjamin — Investment Advisor Representative
- Benjamin (MBA Finance — Strategy and Management, Emory; BA Stanford; FINRA SIE, Series 65 and Series 66)

## Questions

### What is Bargeld Financial's investment strategy?

Without a firm-authored investment policy, any strategy description is inferred from fragmented third-party commentary. References in niche European deal publications suggest Bargeld Financial has participated in venture-stage funding rounds and direct real asset acquisitions, but no investment memorandum, annual letter, or manager interview exists to confirm asset-class allocation, target returns, or risk appetite.

## Related profiles

- [Pathlight Financial Planning](https://altss.com/profile/pathlight-financial-planning-llc)

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Last updated: 2026-08-11T15:06:13.093Z

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