Key facts
- NORTH BERKELEY WEALTH MANAGEMENT, LLC is a other based in BERKELEY, CA.
- NORTH BERKELEY WEALTH MANAGEMENT, LLC reports $3.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 136431- Regulatory AUM
- $3.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 16
- Registered office
- BERKELEY, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for NORTH BERKELEY WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is NORTH BERKELEY WEALTH MANAGEMENT, LLC's AUM?
- NORTH BERKELEY WEALTH MANAGEMENT, LLC manages approximately $3.1M in assets.