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.
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
13
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1Mas of January 9, 2026
Discretionary76.4%
$1M
76% of total RAUM76.4%
Non-discretionary23.6%
$335K
24% of total RAUM23.6%
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$1M
Total Accounts14
10Y AUM Change+$1M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee7:1
10Y Employee Change+1 (+100.0%)
* 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.