Hedge Fund
    Manages Private Funds

    Bergland Wealth Management, Inc.

    Registered investment advisor · Ridgeland, Mississippi · CRD #116513

    Assets Under Management
    $87M
    Client Accounts
    205
    Employees
    1
    CRD Number
    116513
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bergland Wealth Management, Inc.

    Bergland Wealth Management, Inc. is a registered investment advisory firm headquartered in Ridgeland, Mississippi, managing approximately $87M in regulatory assets across 205 client accounts. The firm's full regulatory record is filed with the SEC under CRD #116513.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Bergland Wealth Management, Inc.'s AUM?

    Bergland Wealth Management, Inc. reports approximately $87M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bergland Wealth Management, Inc. headquartered?

    Bergland Wealth Management, Inc. is headquartered in Ridgeland, Mississippi.

    What is Bergland Wealth Management, Inc.'s CRD number?

    Bergland Wealth Management, Inc.'s CRD number is 116513. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bergland Wealth Management, Inc. manage?

    Bergland Wealth Management, Inc. manages approximately 205 client accounts according to its latest SEC filing.

    Is Bergland Wealth Management, Inc. SEC registered?

    Bergland Wealth Management, Inc. is registered as a STATE investment adviser.

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