| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Thomas Kozel Control | Managing Member | 50-75% | 2017 |
| Katherine Campbell King Control | Managing Member | 10-25% | 2005 |
| Samuel James Wood-Bednarz Control | Managing Member & Chief Compliance Officer | 25-50% | 2021 |
North Berkeley Wealth Management, LLC reports $710.6 million in regulatory assets under management on its Form ADV.
North Berkeley Wealth Management, LLC reports 16 employees.
North Berkeley Wealth Management, LLC is based in Berkeley, CA and has been SEC-registered since 2005.
North Berkeley Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1995 el Dorado Ave, Berkeley, CA 94707 |
| Phone | 510-528-5820 |
| Fax | 510-528-0711 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $682.4M |
| Non-discretionary | $28.3M |
| Total (RAUM) | $710.6M |