Von Berge Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

564

Total plan assets

$8.1M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "VON BERGE WEALTH MANAGEMENT"

View all 3 variants aggregated →

VON BERGE WEALTH MANAGEMENT GROUP6 VON BERGE WEALTH MANAGEMENT3 VON BERGE WEALTH MANAGMENT3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
KPG Healthcare, LLC KPG Healthcare, LLC Retirement Savings Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	143	$3.2M	$14K	$0
KPG Healthcare, LLC KPG Healthcare, LLC Retirement Savings Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	166	$2.7M	$13K	$0
KPG Healthcare, LLC KPG Healthcare, LLC Retirement Savings Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	255	$2.2M	$9K	$0