CRD: 329239
Berger Wealth Management, LLC
$55.1M Total AUM
$55.1M Disc. AUM
-- 3Y CAGR
1 Employees
240 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumFoundation delta +more
- Established Date
- 03-08-2024
- Office Locations
- 1
Office Locations
5621 Strand Blvd, Suite 305 Naples FL
About Berger Wealth Management, LLC
Berger Wealth Management is a Naples, FL RIA led by Jamie Berger, MBA, providing investment management and holistic planning across retirement, tax and estate strategies, and insurance needs. The firm positions itself as a financial concierge, coordinating with CPAs and attorneys as needed, and typically implements portfolios using public funds/ETFs and fixed income, with Schwab as a key custodian.
Team overview
36 AVG AGE
$55.1M AVG AUM / ADVISOR
$229.8K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Alpha Delta timber Fusion meridian
Client Personas
Optima north North glacier
Custodian
Oak ember Radial Ember vital Wave element Oak
Investment Themes
Legacy delta
Investment Vehicles
Horizon focus
Services
Vital element Focus Optima unison Glacier oak Element
Technology
Matrix fusion Summit atlas Pathway foundation
Owner & Executives
JAMIE BERGER
Chief Compliance Officer, Managing Member
- CRD
- #5096763
- Ownership
- 75% or more
(900) 836-7711
atlas.north@harborcapital.com
in linkedin.com/in/legacy-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,140,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,140,634 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,140,634
Public Funds:
11.2% Cash:
16.1% Equity - Exchange:
7.7% U.S. Government/Agency:
13.1% Corporate - Investment Grade:
22.9% Municipal Bonds:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $252,601,183 | 11.2% |
| Cash | $363,114,200 | 16.1% |
| Equity - Exchange | $173,663,313 | 7.7% |
| U.S. Government/Agency | $295,453,169 | 13.1% |
| Corporate - Investment Grade | $516,479,204 | 22.9% |
| Municipal Bonds | $654,056,633 | 29.0% |
| Total | $2,255,367,702 | 100.0% |