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Building 2NORTH BERKELEY WEALTH MANAGEMENT, LLC

Map pinBERKELEY, CA
Phone510-528-5820
NotebookSEC #801-64572
Total AUM
$829.8M
Employees
16
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1995 EL DORADO AVE
BERKELEY
CA 94707
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
510-528-5820
Other Offices
1

ReceiptFinancials

Total AUM
$829.8M
Accounts
1,502
Discretionary
$806.8M
Accounts
1,469
Non-Discretionary
$23M
Accounts
33

ContactClients

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Individual Clients
181
AUM
$91.1M
HNW Individual Clients
220
AUM
$713.5M
Pension/Profit Sharing Plan Clients
3
AUM
$12.3M
Charitable Organization Clients
7
AUM
$12.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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