Marco Berna
VIM Wealth Management · Coral Gables, Florida
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.
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Facts
| Firm | VIM Wealth Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription |
| Assets under management | $31.1M across 206 accounts |
| SEC registration | Investment adviser representative in CA, FL, NY · CRD 6997915 |
| Exams passed | Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | vimwealthmanagement.com |
| Profile |
How Marco's firm compares
- VIM Wealth Management's average account is about $151,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Marco
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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