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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaVertex vital +more
- Established Date
- 04-21-1992
- Office Locations
- 1
Office Locations
About Bergland Wealth Management, Inc.
Bergland Wealth Management is an independent, fee-only RIA in Ridgeland, MS providing holistic financial planning and portfolio management geared to long-range retirement outcomes. The firm focuses on physicians and other time-constrained professionals, plus retirees seeking a “personal CFO,” serving clients locally and virtually nationwide. Portfolios emphasize diversified asset-allocation using ETFs and mutual funds, with Charles Schwab as custodian.
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Owner & Executives
TIFFANY Suzanne Bergland
Financial Advisor, President, TREASURER
- CRD
- #4521298
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,435,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,435,967 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,435,967
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $662,316,817 | 36.8% |
| Equity - Exchange | $541,731,962 | 30.1% |
| Cash | $595,725,181 | 33.1% |
| Total | $1,799,773,960 | 100.0% |