Von Berge Wealth Managment

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

1,087

Total plan assets

$38.2M

Filings (rows)

Direct comp

$109K

Indirect comp

Showing only "VON BERGE WEALTH MANAGMENT"

View all 3 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
La Jolla Group, Inc. The la Jolla Group 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	340	$15.2M	$43K	$0
La Jolla Group, Inc. The la Jolla Group 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	380	$12.8M	$36K	$0
La Jolla Group, Inc. The la Jolla Group 401(k) Plan · all filings	IRVINE, CA	Advisor / Consultant	367	$10.3M	$30K	$0