North Bay Wealth Management

North Bay Wealth Management (CRD# 285523) is a financial advisory firm headquartered in Petaluma, CA. They manage $82,234,736 in 320 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
775 Baywood Drive, Suite 201b, Petaluma, CA 94954
http://www.northbaywealth.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $256,984
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at North Bay Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Peter Tennyson, financial advisor Petaluma CA
Peter M. Tennyson
CRD#: 6218746
775 Baywood Drive, Suite 201b, Petaluma, CA 94954

Peter Tennyson (CRD# 6218746) is an Investment Advisor Representative working at North Bay Wealth Management in Petaluma, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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