Berlin Wealth Group Advisors
Berlin Wealth Group Advisors is an SEC-registered ria with $7.1M assets under management (AUM, regulatory AUM), +400% over one year. See who owns Berlin Wealth Group Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330370, SEC 801-129828, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $7.1M (2026-06-22)
- Firm type
- Ria
- Employees
- 2
- Clients
- 18
- CRD
- 330370
- Ownership
- BERLIN, JONATHAN, ANTONIO MEZA
How much AUM does Berlin Wealth Group Advisors have?
Berlin Wealth Group Advisors reported $7.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Berlin Wealth Group Advisors?
Disclosed owners and executives of Berlin Wealth Group Advisors include BERLIN, JONATHAN, ANTONIO MEZA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.