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NORTH BERKELEY WEALTH MANAGEMENT, LLC
CRD 136431 · SEC 801-64572
1995 EL DORADO AVE, BERKELEY, CA, 94707, United States
Phone
510-528-5820
Fax
510-528-0711
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$829.8M
Discretionary AUM
$806.8M
Team
16 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $91.1M |
| High net worth individuals | 220 | $713.5M |
| Pension/profit sharing plans | 3 | $12.3M |
| Charitable organizations | 7 | $12.8M |
States served
CA, LA, NY, OR, WA, TX
All web addresses on file
- https://www.linkedin.com/in/bergerkim/
- https://northberkeleywealth.com/
- https://www.linkedin.com/in/maria-quintana-pilling
- https://www.linkedin.com/in/stephanienehmens/
- https://www.facebook.com/NorthBerkeleyWealth/
- https://www.instagram.com/northberkeleywealth/
- https://www.linkedin.com/in/jenaregan/
- https://www.linkedin.com/in/matthew-gatt-cfp-%C2%AE-336143a7/
- https://www.linkedin.com/in/james-robert-wilson/
- https://www.linkedin.com/in/briankozelcfp/
- https://www.linkedin.com/in/samwoodbednarz/
- https://www.linkedin.com/in/daniel-smyth-cfp%C2%AE-49487951
- https://www.linkedin.com/in/esg-experts-berkeley/
- https://www.linkedin.com/company/north-berkeley-wealth
- https://northberkeleywealth.medium.com/
- https://twitter.com/berkeleywealth
- https://www.linkedin.com/in/arianaali/
Official SEC filing: View on IAPD