66
Growth Score in past quarter
pts
Heat Score 66 in past quarter
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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393464
Berger Wealth Management is a financial planning firm that provides wealth transfer and estate planning services.
- Carol C. Berger: Founder & Owner
About the Company
Berger Wealth Management is a investment management company. Their services include investment management, financial planning, wealth management, financial planning for non-traditional couples, wealth transfer, taxation, retirement planning, and estate planning.
Women Founded