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Firm profile

Berlin Wealth Group Advisors

COLONIA GRANADA, MEXICO CITYCRD 330370Latest ADV June 22, 2026

Berlin Wealth Group Advisors is an SEC registered investment adviser organized as a sole proprietorship. Its latest Form ADV filing, dated January 9, 2026, reports $1M in regulatory assets under management, 2 employees, 1 office, and 14 accounts.

Assets Under Management
$7M
Employees
2
Offices
1 office
Total Clients
18
Primary office
COLONIA GRANADA, MEXICO CITY
CERVANTES SAAVEDRA 301, 14TH FLOOR, TERRET SOUTH TOWER, COLONIA GRANADA, MEXICO CITY, Mexico
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJonathan A. M. Berlin
CCOJonathan A. M. Berlin

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
18
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7Mas of June 22, 2026
Discretionary95.2%
$7M
95% of total RAUM95.2%
Non-discretionary4.8%
$343K
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7M
Total Accounts25
10Y AUM Change+$7M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee9:1
10Y Employee Change+1 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.