Berk Cleveland Rathmell Wealth Strategies Review

Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Berk Cleveland Rathmell Wealth Strategies, federally registered in 2002, is a Registered Investment Advisor (RIA) in 7 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
Minimum Investment $250,000
Average Client Balance $854,968
Hybrid Advisor No
Disciplinary History No
Total AUM $236.8 million
Advisor / Client Ratio 1:40
Headquarters 1952 Urban Center Parkway Vestavia, AL 35242-2594
SEC Filings Forms and Brochures    (CRD # 119670)
State(s) Registered AL, CA, GA, MA, NJ, NY, TX

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