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NORTH BERKELEY WEALTH MANAGEMENT, LLC
1820 Solano Ave
Suite C1
Berkeley, California 94707
Tel: 510-528-5820
About NORTH BERKELEY WEALTH MANAGEMENT, LLC
NORTH BERKELEY WEALTH MANAGEMENT, LLC, formally registered with the SEC as NORTH BERKELEY WEALTH MANAGEMENT, LLC. The firm was established in 08/10/2005. They have over 1 offices throughout the country.
NORTH BERKELEY WEALTH MANAGEMENT, LLC is a Berkeley, California based Financial Planning firm with nearly $613,126,684 assets under management, offering retirement planning & investment advisory services to 1465 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136431 |
| SEC# | 801-64572 |
| Assets Managed by Firm | $613,126,684 |
| No. of Clients | 1465 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1465 | $613,126,684 |
| Individuals (other than high net worth individuals) | 146 | $45,827,853 |
| High net worth individuals | 230 | $547,296,074 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,632,518 |
| Charitable organizations | 6 | $11,370,239 |
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