Erick von Berge is an investment adviser representative in San Diego with Cerity Partners LLC. He advises individuals and families from 600 W Broadway, Suite 2625, San Diego, CA 92101. Von Berge Wealth Management Group, LLC is the former firm name.
Identity
- Current firm (IAPD): Cerity Partners LLC, CRD 151559, SEC 801-70719, status active
- Individual (IAPD): Erick Donald von Berge, CRD 1706698, investment-adviser scope active
- Former firm (IAPD): Von Berge Wealth Management Group, LLC, CRD 313332, SEC registration terminated August 5, 2025
- Category: Investment adviser
- Area served: San Diego office
Services
Cerity Partners’ June 30, 2025 release describes financial planning and investment services for individuals and businesses, and states that Von Berge Wealth Management would use the Cerity Partners name after the merger. Cerity’s Form CRS states that the firm is an SEC-registered investment adviser and that brokerage and advisory services differ. The biography says he has advised individual and institutional investors since 1987 and holds the Series 65.
Credential
Entity, branch, and person are different records. Cerity Partners LLC is the firm (CRD 151559). The San Diego office on the individual record is 600 W Broadway. Suite 2625 appears on the IAPD branch for Cerity Partners Retirement Plan Consultants at the same building, and on the terminated firm’s last address. Erick Donald von Berge (CRD 1706698) shows an active registration with Cerity Partners LLC beginning July 1, 2025.
Check this business yourself
IAPD — Cerity Partners LLC, CRD 151559
Location and contact
- Office: 600 W Broadway, Suite 2625, San Diego, CA 92101
- Phone (former firm Form CRS for this office): (619) 343-3212
- Website: ceritypartners.com
Last verified: October 10, 2026. Sources: IAPD firm 151559, firm 313332, and individual 1706698 (retrieved October 8, 2026); Cerity Partners merger release dated June 30, 2025; Cerity biography and Form CRS page.
Registration does not imply a level of skill or official approval. This is not an investment recommendation.
Listing type: Editorial. Not claimed by the business. Not sponsored. Send a correction.