DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Erick Donald Von Berge
Feed of 09/15/2026
Also filed as Erick Donald Vonberge
At current firm
1 y
since Jul 1, 2025
In the industry
34 y
since Jan 9, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners Retirement Plan Consultants institutional currentsince Jul 3, 2025 · San Diego, Ca
- Cerity Partners LLC independent RIA currentsince Jul 1, 2025 · San Deigo, Ca
- Von Berge Wealth Management Group, LLC formerApr 1, 2021 to Aug 5, 2025 · San Diego, Ca
- Laurel Wealth Advisors, Inc. formerJan 13, 2021 to May 4, 2021 · San Diego, Ca
- Laurel Wealth Advisors, Inc. formerMay 29, 2018 to Dec 31, 2020 · San Diego, Ca
- Wells Fargo Advisors wirehouseJul 1, 2003 to May 9, 2018 · San Diego, Ca
- Prudential Equity Group, LLC unclassifiedJan 12, 2001 to Jul 1, 2003 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Von Berge Wealth Management Group, LLC to Cerity Partners LLCleft Aug 5, 2025, registered Jul 1, 2025 (-35 days) · RIA to RIA
- Laurel Wealth Advisors, Inc. to Von Berge Wealth Management Group, LLCleft May 4, 2021, registered Apr 1, 2021 (-33 days) · RIA to a newly registered adviser · moved with a team
- Wells Fargo Advisors to Laurel Wealth Advisors, Inc.left May 9, 2018, registered May 29, 2018 (20 days) · Wirehouse to independent RIA · moved with a team
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
- Erick Donald Von Berge left Von Berge Wealth Management Group, Llc for Cerity Partners Llc (registered 2025-07-01)Aug 5, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address