# Marco Berna

> Marco Berna is a fee-only financial advisor at VIM Wealth Management in Coral Gables, Florida. VIM Wealth Management reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.

Page: https://find.wellspent.co/advisors/marco-berna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** VIM Wealth Management
- **Based in:** Coral Gables, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription
- **Assets under management (firm):** $31.1M across 206 accounts
- **CRD:** 6997915 (https://adviserinfo.sec.gov/individual/summary/6997915)
- **SEC registration:** Investment adviser representative in CA, FL, NY
- **Exams passed:** Series 66 (2019)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://vimwealthmanagement.com/

## Frequently asked questions

### Is Marco Berna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marco holds no broker registration, and VIM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marco charge for financial advice?

Marco's firm, VIM Wealth Management, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.

### Where is Marco Berna based?

Marco Berna is based in Coral Gables, Florida.

### Is Marco Berna registered with the SEC?

Yes. Marco Berna is registered as an investment adviser representative in CA, FL and NY (CRD 6997915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does VIM Wealth Management manage?

VIM Wealth Management reports $31.1M across 206 accounts in assets under management.

### How do I contact Marco Berna?

Through Marco's website, vimwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6997915): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.