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

421

Total plan assets

$5.0M

Filings (rows)

Direct comp

$21K

Indirect comp

Showing only "VON BERGE WEALTH MANAGEMENT"

View all 3 variants aggregated →

VON BERGE WEALTH MANAGEMENT GROUP6 VON BERGE WEALTH MANAGMENT3 VON BERGE WEALTH MANAGEMENT2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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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	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