Von Berge Wealth Management Group, LLC
Von Berge Wealth Management Group, LLC is an independent investment advisory firm headquartered in San Diego, California. Founded in 2018 by Erick D. von Berge, the group serves a wide spectrum of clients, predominantly individuals—including both standard and high net worth—and some institutional clients such as pension plans and charitable organizations. As of early 2025, the firm manages approximately $430 million in assets and employs between 2 to 3 people. The firm is known for delivering comprehensive wealth management, investment planning, and personalized advisory services, tailored to meet the diverse needs of its clientele.
Investment Strategy
Von Berge Wealth Management Group employs a client-centric investment strategy focused on comprehensive wealth management for both individual investors and select institutional clients. The firm emphasizes discretionary portfolio management, building diversified portfolios with core holdings in equities, including large-cap US technology and energy companies, while also providing non-discretionary solutions where appropriate. Using a holistic approach, they tailor financial and investment plans to the specific needs and risk profiles of each client, incorporating long-term growth strategies and risk mitigation. Their advisory services are designed to address retirement planning, estate considerations, and tax efficiency, aligning client portfolios to ongoing market opportunities and changing individual objectives.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VO | VANGUARD INDEX FDS | 10.22% | $18.2M | 63,667 | $249.26 | $279.83 | +$2.3M |
M MGK | VANGUARD WORLD FD | 9.23% | $16.4M | 43,967 | $250.85 | $366.17 | +$2.9M |
M MGV | VANGUARD WORLD FD | 8.94% | $15.9M | 120,420 | $110.46 | $131.20 | +$1.6M |
V VB | VANGUARD INDEX FDS | 6.65% | $11.8M | 48,351 | $223.08 | $236.98 | +$1.7M |
F FNDF | SCHWAB STRATEGIC TR | 6.15% | $11.0M | 269,770 | $32.72 | $40.02 | +$1.0M |