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| Keyboard |
| North Bay Wealth Management
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|---|---|
| CRD # | 285523 |
| SEC # | 801-132750 |
| CIK # | |
| AUM | 107.3 M (2026-03-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 707-971-7069 |
| Address | 140 2nd Street Petaluma, CA 94952 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 41.2 |
| (b) Individuals (high net worth individuals) | 29 | 58.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 7.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 340 | 107.3 |
| By Discretionary | ||
| Discretionary | 335 | 100.3 |
| Non-Discretionary | 5 | 7.0 |
| Total | 340 | 107.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 106.5 | |
| Total | 340 | 107.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Randall Financial Group LLC
✚
|
RI | 107.6 M |
|
Soulence Wealth Management II LLC
✚
|
UT | 107.5 M |
|
Sherpa Capital Management LLC
✚
|
107.5 M | |
|
Idle Hill Advisors LLC
✚
|
SC | 107.5 M |
|
Meschel Wealth Management LLC
✚
|
107.5 M | |
|
SKM Wealth Advisors LLC
✚
|
PA | 107.5 M |
|
Dove Investment Research and Management Inc
✚
|
CA | 107.4 M |
|
Strickler Investment Services LLC
✚
|
MI | 107.3 M |
|
Omnitrust Wealth Management Inc
✚
|
FL | 107.2 M |
|
Elevate Financial Planning and Wealth Management LLC
✚
|
FL | 107.1 M |