Updated:
Von Berge Wealth Management Group
Von Berge Wealth Management Group was established in 2018 in San Diego, California, operating as a registered investment advisor focused on private-client...
Von Berge Wealth Management Group
Von Berge Wealth Management Group was established in 2018 in San Diego, California, operating as a registered investment advisor focused on private-client wealth management. The firm serves individuals, high-net-worth individuals, trusts, and business entities, with a service model built around integrated financial planning — combining investment advisory, estate planning, and portfolio management under a fiduciary standard. Von Berge's investment approach emphasizes tailored portfolio construction across public equities, fixed income, and diversified managed strategies, with a focus on long-term capital preservation and income generation for clients. The firm structures client relationships as separately managed accounts, drawing on a combination of in-house asset allocation and third-party manager selection. Advisory services extend to retirement-income planning and intergenerational wealth transfer strategies, reflecting a planning-first ethos common among independent RIAs serving concentrated-wealth families. The firm operates from a single location in San Diego, maintaining a lean footprint consistent with its private-wealth focus. Von Berge is registered with the SEC as a Registered Investment Adviser, which requires public disclosure of its Form ADV — a document detailing services, fee structures, and regulatory history, though the firm does not publicly disclose AUM or personnel counts beyond regulatory filings. What distinguishes Von Berge structurally is its posture as an independent, planning-centric RIA in a market dominated by large bank-affiliated wealth managers and national aggregators. The firm's small-team architecture and San Diego base position it as a regional fiduciary serving concentrated local wealth, with no visible institutional or multi-family-office expansion to date. Its regulatory status as an RIA — rather than a broker-dealer — aligns its revenue with advisory fees rather than product commissions, a structural distinction that matters for clients evaluating conflicts of interest.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Diego
Corporate office
San Diego, CA, United States
Sector focus
Frequently asked questions
Is Von Berge Wealth Management Group a fiduciary?
Yes. As a registered investment advisor with the SEC, Von Berge operates under a fiduciary duty to its clients, meaning it is legally required to put client interests ahead of its own. This distinguishes the firm from broker-dealers operating under the less stringent suitability standard. The firm's Form ADV, which details its fiduciary obligations, is publicly available through the SEC's Investment Adviser Public Disclosure database.
Does Von Berge serve institutional investors or just private clients?
Von Berge's disclosed client base includes individuals, high-net-worth individuals, trusts, and business entities, with no indication of institutional asset management or pooled institutional vehicles. The firm's service model is built around personal financial planning and private-wealth management rather than pension consulting or institutional OCIO mandates.
What is Von Berge's investment approach?
The firm provides tailored portfolio management with an emphasis on long-term capital preservation and income generation. Investments span public equities and fixed income, managed through separately managed accounts. Von Berge combines internal asset allocation with third-party manager selection, and its advisory scope includes retirement-income planning and intergenerational wealth transfer.
How does Von Berge charge for its services?
As a fee-only registered investment advisor, Von Berge derives revenue from advisory fees rather than product commissions or transaction-based compensation. Specific fee schedules — which may include a percentage of assets under management, hourly charges, or fixed retainers — are disclosed in the firm's Form ADV Part 2A, available through the SEC or upon request from the firm.
Where does the name 'Von Berge' come from, and who founded the firm?
The firm name suggests a founding principal or family with the surname Von Berge, though no individual names are publicly disclosed on the firm's website or SEC filings as principals. This is not uncommon for small RIAs where the named advisor may operate under their own professional identity. Without published leadership biographies, specific founder attribution is not available from public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: