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| North Berkeley Wealth Management LLC
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|---|---|
| CRD # | 136431 |
| SEC # | 801-64572 |
| CIK # | |
| AUM | $613.1 MM (2024-03-13) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 510-528-5820 |
| Address | 1820 Solano Ave Berkeley, CA 94707 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131,146 | 45.8 |
| (b) Individuals (high net worth individuals) | 230 | 547.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.6 |
| (h) Charitable organizations | 6 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,465 | 613.1 |
| By Discretionary | ||
| Discretionary | 1,433 | 601.9 |
| Non-Discretionary | 32 | 11.2 |
| Total | 1,465 | 613.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 612.0 | |
| Total | 1,465 | 613.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sentinus LLC
✚
|
IL | 0.6 |
|
Silver Heights Capital Management Inc
✚
|
0.6 | |
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |
|
Advisors Management Group Inc
✚
|
WI | 0.6 |
|
Peddock Capital Advisors LLC
✚
|
MA | 0.6 |
|
Smithbridge Asset Management Inc
✚
|
PA | 0.6 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.6 |
|
Vantage Financial Partners LLC
✚
|
WI | 0.6 |
|
Brighton Securities Corp
✚
|
NY | 0.6 |
|
Regent Peak Wealth Advisors LLC
✚
|
GA | 0.6 |