BERLIN, JONATHAN ANTONIO MEZA
Doing business as BERLIN WEALTH GROUP ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$7,103,535
Discretionary
$6,760,620
Non-discretionary
$342,915
Firm details
- CRD number
- 330370
- SEC file number
- 801-129828
- Main office
- COLONIA GRANADA, MEXICO CITY, Mexico
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of October 2026.