NORTH BERKELEY WEALTH MANAGEMENT, LLC

BERKELEY, California·5 registered advisors·CRD# 136431
SEC# 801-645720510-528-5820
01

Firm Overview

AUM
$613M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC

5 registered advisors
Brian Thomas Kozel
BERKELEY, California
Katherine Campbell King
BERKELEY, California
Samuel James Wood-Bednarz
BERKELEY, California
Susan Mary Reinhold
BERKELEY, California
Theodore Harper Tilles
BERKELEY, California
05

Office Locations

BERKELEY, California
5 advisors

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Data sourced from SEC Form ADV filings. NORTH BERKELEY WEALTH MANAGEMENT, LLC (CRD# 136431) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.