North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC (CRD# 136431) is a financial advisory firm headquartered in Berkeley, CA. They manage $613,126,684 in 1,465 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management613MILLION
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Total Number of Accounts1,465ACCOUNTS
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Average Account Value$418,517
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NY, OR, TX, WA
Debra Ellisen (CRD# 4593925) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 8 years of experience in the finance industry.
Matthew Gatt (CRD# 6709376) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has 1 year of experience in the finance industry.
Katherine King (CRD# 2377541) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.
Brian Kozel (CRD# 5601007) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has 1 year of experience in the finance industry.
Daniel Nakahara (CRD# 6715708) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 7 years of experience in the finance industry.
James Sertich (CRD# 4402804) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 22 years of experience in the finance industry.
Samuel Wood-Bednarz (CRD# 6501469) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 8 years of experience in the finance industry.
Ariana Alisjahbana (CRD# 7557565) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has 1 year of experience in the finance industry.
Carmetta Joyner (CRD# 7443192) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 2 years of experience in the finance industry.
Jennifer Regan (CRD# 7195958) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Olympia, WA and has 1 year of experience in the finance industry.