This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$7.1MItem 5.F on the latest filing (2026-06-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$6.8M

Private client RAUM

$7.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$7.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

25

Individual clients

18

SEC number

801-129828

CRD

330370

Filings on the tape

8

First filed

Mar 4, 2024

Latest filed

Jun 22, 2026

Organised

Sole Proprietorship

Website

berlin-wealthadvisors.com

• Occurred

  Jan 13, 2026
  Advisor changed firm

  Gerardo Antonio Martinez Y Carriles left Berlin Wealth Group Advisors for Blu Capital (registered 2026-02-17)

  Form ADVobserved 4 days ago
• Occurred

  Mar 4, 2024
  First Form ADV filing

  Berlin Group Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca6ee8a4-e088-54e4-7fc2-b6618077b0ad

First observed

Mar 4, 2024

Last observed

Jun 22, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.