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BERGANKDV WEALTH MANAGEMENT, LLC
BLOOMINGTON, MN
888-812-3533
SEC #801-67536Total AUM
$2.1B
Employees
33Clients
1,064Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3800 AMERICAN BLVD
SUITE 1000
BLOOMINGTON
MN 55431
United States
SUITE 1000
BLOOMINGTON
MN 55431
United States
Operating Hours
8:00AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-812-3533
Other Offices
7
Financials
Total AUM
$2.1B
Accounts
2,977Discretionary
$953.4M
Accounts
2,379Non-Discretionary
$1.1B
Accounts
598
Clients
Individual Clients
538AUM
$160.4M
HNW Individual Clients
347AUM
$753.9M
Pension/Profit Sharing Plan Clients
108AUM
$1.1B
Charitable Organization Clients
1AUM
$130.8K
Government Entity Clients
1AUM
$3.4M
Corporation or Business Clients
15AUM
$16.7M
Other Clients
54AUM
$59.4M
Description of Other Clients
TRUST
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIAILMNMONDNESDTXVAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.