NORTH BERKELEY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$829,754,046
Discretionary
$806,756,036
Non-discretionary
$22,998,010
Firm details
- CRD number
- 136431
- SEC file number
- 801-64572
- Main office
- BERKELEY, CA, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.