Berk Cleveland Rathmell Wealth Strategies

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Last updated: February 18th, 2020. Data source: SEC filings.

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Berk Cleveland Rathmell Wealth Strategies, federally registered in 2002, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 7 advisors. Berk Cleveland Rathmell Wealth Strategies manages $236.8 million and provides investment advisory services for 277 clients (1:40 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 9
Percentage of Advisors Trusted 67%
Minimum Investment $250,000
Average Client Balance $854,968
Total AUM $236.8 million
Advisor / Client Ratio 1:40
Headquarters 1952 Urban Center Parkway Vestavia, AL 35242-2594
SEC Filings View SEC IAPD CRD #119670
State(s) Registered AL, CA, FL, GA, MA, NJ, NY, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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