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Samuel James Wood-Bednarz

NORTH BERKELEY WEALTH MANAGEMENT, LLC·BERKELEY, California
Series 65Clean record11 years registeredNORTH BERKELEY WEALTH MANAGEMENT, LLC
1820 SOLANO AVE, BERKELEY, CA 94707CRD# 6501469Firm CRD# 136431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel James Wood-Bednarz · BERKELEY, CA
Registration
CRD #6501469 · NORTH BERKELEY WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

NORTH BERKELEY WEALTH MANAGEMENT, LLC
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 30, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH BERKELEY WEALTH MANAGEMENT, LLC
CRD 136431 · SEC 801-64572
AUM
$613M
Regulatory assets under management
Employees
15
1,465 client accounts
Services offered by NORTH BERKELEY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Samuel James Wood-Bednarz offer?
Samuel James Wood-Bednarz specializes in Financial Planning, Investment Management. Contact their office in BERKELEY, California for a consultation.
What are Samuel James Wood-Bednarz's credentials?
Samuel James Wood-Bednarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel James Wood-Bednarz located?
Samuel James Wood-Bednarz is based in BERKELEY, California, working with NORTH BERKELEY WEALTH MANAGEMENT, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Samuel James Wood-Bednarz charge for services?
Samuel James Wood-Bednarz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH BERKELEY WEALTH MANAGEMENT, LLC?
NORTH BERKELEY WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC

Susan Mary Reinhold
BERKELEY, CA
Brian Thomas Kozel
BERKELEY, CA
Katherine Campbell King
BERKELEY, CA
Theodore Harper Tilles
BERKELEY, CA
CFP

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