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North Bay Wealth Management

● SEC registered since 2025CRD 285523SEC# 801-132750Petaluma, CA
Export (members)
Reg. AUM
$102.1M
Employees
2
Accounts
334
Location
Petaluma, CA

North Bay Wealth Management assets under management

North Bay Wealth Management is a registered investment adviser overseen by the SEC based in Petaluma, CA. The firm has been registered since 2025. It reports $102.1 million in regulatory assets under management and employs 2 people.
www.northbaywealth.comView on SEC.gov ↗

North Bay Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Peter Michael Tennyson ControlOwner, Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does North Bay Wealth Management manage?

North Bay Wealth Management reports $102.1 million in regulatory assets under management on its Form ADV.

How many employees does North Bay Wealth Management have?

North Bay Wealth Management reports 2 employees.

Where is North Bay Wealth Management located?

North Bay Wealth Management is based in Petaluma, CA and has been SEC-registered since 2025.

Does North Bay Wealth Management disclose fund performance?

North Bay Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address140 2nd Street, Suite 310, Petaluma, CA 94952
Phone707-971-7069
FaxN/A
Office hours8:30 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$96M
Non-discretionary$6.1M
Total (RAUM)$102.1M