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| North Berkeley Wealth Management LLC
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|---|---|
| CRD # | 136431 |
| SEC # | 801-64572 |
| CIK # | 0002062383 |
| AUM | 829.8 M (2026-03-19) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 510-528-5820 |
| Address | 1995 El Dorado Ave Berkeley, CA 94707 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Simpson Manufacturing Co Inc /CA/ | 13.7 | ||
| Apple Inc | 7.2 | ||
| Applied Materials Inc /DE | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Tesla Motors Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 91.1 |
| (b) Individuals (high net worth individuals) | 220 | 713.5 |
| (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 | 3 | 12.3 |
| (h) Charitable organizations | 7 | 12.8 |
| (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 | 1,502 | 829.8 |
| By Discretionary | ||
| Discretionary | 1,469 | 806.8 |
| Non-Discretionary | 33 | 23.0 |
| Total | 1,502 | 829.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 826.7 | |
| Total | 1,502 | 829.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002062383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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