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Von Berge Wealth Management Group, LLC Info

Von Berge Wealth Management Group, LLC info

Von Berge Wealth Management Group, LLC (SEC CIK 1908070) first filed with the SEC on 2022-02-07 (Form 13F-HR) and has filed 18 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 600 WEST BROADWAY, SUITE 2625, SAN DIEGO, CA, 92101.

  • Name: Value Von Berge Wealth Management Group, LLC.
  • SEC CIK: Value 1908070.
  • State of organization: Value CA.
  • Business address: Value 600 WEST BROADWAY, SUITE 2625, SAN DIEGO, CA, 92101.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameVon Berge Wealth Management Group, LLC
SEC CIK1908070
State of organizationCA
Business address600 WEST BROADWAY, SUITE 2625, SAN DIEGO, CA, 92101
Mailing address600 WEST BROADWAY, SUITE 2625, SAN DIEGO, CA, 92101
Phone619-343-3212
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-02-07 (Form 13F-HR)
Latest SEC filing2025-10-06 (Form 13F-HR)
Filings on EDGAR18
First Form 13F-HR2022-02-07 (quarter ended 2021-12-31)
Latest Form 13F-HR2025-10-06 (quarter ended 2025-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162025-10-06
N-PX22025-07-24

Filings by Year

YearFilingsForm 13F-HR
202554
202454
202344
202244

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