Patrick Steven Berch
Investment adviser representative at Waterfront Wealth Inc.
10 yearsExperience
2 statesRegistered in
$1.1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Waterfront Wealth Inc.Oct 2022 to now
- Elevated Capital Advisors, LLCFeb 2017 to Oct 2022
- Global Financial Private CapitalAug 2016 to Feb 2017
- Global Plains Advisory GroupJul 2016 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Waterfront Wealth Inc.
$1.1BAssets managed
792Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5757139
- Firm CRD
- 173220