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Samuel James Wood-Bednarz

Managing Member & Chief Compliance OfficerNorth Berkeley Wealth Management, LLCCRD 6501469

About Samuel James Wood-Bednarz

Samuel James Wood-Bednarz is listed as Managing Member & Chief Compliance Officer at North Berkeley Wealth Management, LLC in Berkeley, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of North Berkeley Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samuel James Wood-Bednarz work?

Samuel James Wood-Bednarz is listed as Managing Member & Chief Compliance Officer at North Berkeley Wealth Management, LLC on SEC Form ADV.

How much of North Berkeley Wealth Management, LLC does Samuel James Wood-Bednarz own?

Form ADV reports a beneficial ownership band of 25-50%.

North Berkeley Wealth Management, LLC

TitleManaging Member & Chief Compliance Officer
Ownership25-50%
Control personYes
Since2021
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