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- Custodian
- Charles Schwab & Company · Gwfs Equities · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2013
- Office Locations
- 1
Office Locations
About Berenz Wealth Management, LLC
Berenz Tax, Inc. (Littleton/Wheat Ridge, CO) provides year-round tax advisory, preparation, and proactive tax planning for individuals and businesses. Through Berenz Wealth Management, LLC, the team also offers financial planning and portfolio management, using vehicles such as mutual funds, ETFs, and fixed income (Schwab custody). Service is appointment-only, with video meetings and a secure client portal for document exchange and access to prior returns; currently at capacity with a waiting list.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN JAY BERENZ
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4961865
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Mascioli
--
- CRD
- #4692655
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,724,443 | -- |
| Non-Discretionary | $587,152 | -- |
| Total | $54,311,595 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,311,595
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,100,051,990 | 18.0% |
| U.S. Government/Agency | $1,216,168,588 | 19.9% |
| Equity - Exchange | $757,813,593 | 12.4% |
| Cash | $1,466,735,986 | 24.0% |
| Derivatives | $1,570,629,785 | 25.7% |
| Total | $6,111,399,942 | 100.0% |