# Bergland Wealth Management

Bergland Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://berglandwealth.com

## Regulatory record

- **CRD number:** 116513
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-23T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116513

## About

Bergland Wealth Management, Inc. is a state-registered investment adviser in Ridgeland, MS. The firm manages approximately $87 million in assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Bergland Wealth Management?

No named investment professionals have been publicly identified for Bergland Wealth Management. SEC filings for registered investment advisors often list key personnel, but no such disclosures have been linked to this firm in available public records. The firm's leadership remains opaque to external scrutiny.

### Does Bergland Wealth Management participate in fund commitments or only direct deals?

This is unknown from public records. Registered investment advisors often blend fund investments with direct deals, but Bergland Wealth Management's specific approach is not documented. No reports of fund commitments or direct investments have been found in press or regulatory filings.

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Last updated: 2026-08-14T12:30:00.000Z

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