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BERLIN WEALTH GROUP ADVISORS
Legal name: BERLIN, JONATHAN ANTONIO MEZA
CRD 330370File 801-129828
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.1M
Bottom 25% of cohort (national)
Discretionary AUM
$6.8M
Non-discretionary $343K
Clients
18
25 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 2, 2024
- Principal office
- CERVANTES SAAVEDRA 301, 14TH FLOOR, TERRET SOUTH TOWER, COLONIA GRANADA, MEXICO CITY, 11520
- Phone
- +1 310 696 3704
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.1M
- Discretionary AUM
- $6.8M
- Non-discretionary AUM
- $343K
- Discretionary accounts
- 23
- Non-discretionary accounts
- 2
- Total accounts
- 25
- AUM per client
- $395K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $5.3M |
| Individuals (other than high net worth individuals) | 18 | $1.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.