← Directory
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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 13 | 18 | increased by5 |
| Jul 1, 2026 | AUM | $1,420,000 | $7,103,535 | increased by$5,683,535 |
| Jul 1, 2026 | Accounts | 14 | 25 | increased by11 |
| Feb 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 1 | 3 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $1,420,000 | increased by$1,420,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 14 | increased by14 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BERLIN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BERLIN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.