CRD: 330370
Berlin Wealth Group Advisors
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2024
- Office Locations
- 2
Office Locations
About Berlin Wealth Group Advisors
Berlin Wealth Group Advisors is an SEC-registered RIA providing cross-border wealth planning and advanced investment strategies for clients across the U.S., Mexico, and Latin America. The firm delivers comprehensive planning spanning cash flow, tax and insurance reviews, and estate-planning coordination with clients’ attorneys, rooted in the fiduciary standard. Differentiators include its Dual-Market Advantage (LATAM/USA) and an investment committee with 60+ years of experience; custodies through Interactive Brokers.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN ANTONIO MEZA BERLIN
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DIEGO LUNA Y PARRA DIAZ
--
- CRD
- #6411937
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,760,620 | $293,940 |
| Non-Discretionary | $342,915 | $171,458 |
| Total | $7,103,535 | $284,141 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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