NORTH BAY WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$107,342,382
Discretionary
$100,323,022
Non-discretionary
$7,019,360
Firm details
- CRD number
- 285523
- SEC file number
- 801-132750
- Main office
- PETALUMA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.NORTHBAYWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.