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| Happy Holidays!! thanks for using AUM13F!! |
| North Berkeley Wealth Management LLC
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| CRD # | 136431 |
| SEC # | 801-64572 |
| CIK # | 0002062383 |
| AUM | $710.6 M (2025-07-14) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 510-528-5820 |
| Address | 1995 El Dorado Ave Berkeley, CA 94707 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Simpson Manufacturing Co Inc /CA/ | 12.4 | ||
| Apple Inc | 6.2 | ||
| Nvidia Corp | 1.7 | ||
| Tesla Motors Inc | 1.3 | ||
| Microsoft Corp | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Alphabet Inc | 0.7 | ||
| Centene Corp | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 105.3 |
| (b) Individuals (high net worth individuals) | 193 | 591.5 |
| (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 | 0 | 7.7 |
| (h) Charitable organizations | 0 | 6.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,482 | 710.6 |
| By Discretionary | ||
| Discretionary | 1,446 | 682.4 |
| Non-Discretionary | 36 | 28.3 |
| Total | 1,482 | 710.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 709.1 | |
| Total | 1,482 | 710.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002062383] |
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|---|---|---|
|
Barry Investment Advisors LLC
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MA | 0.7 |
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Trifecta Capital Advisors LLC
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IL | 0.7 |
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Retirement Fund Management LLC
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GA | 0.7 |
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Porter White Investment Advisors Inc
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AL | 0.7 |
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Market Street Wealth Management Advisors LLC
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IN | 0.7 |
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Granite Group Advisors LLC
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CT | 0.7 |
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BNC Wealth Management LLC
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OR | 0.7 |
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The Capital Management Corporation
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VA | 0.7 |
|
AM Investment Strategies LLC
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TN | 0.7 |
|
FLC Capital Advisors
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CA | 0.7 |