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).

Current Firm Details
1820 Solano Ave, Suite C1, Berkeley, CA 94707
https://www.linkedin.com/in/daniel-smyth-cfp%c2%ae-49487951
By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    1,465
    ACCOUNTS
  • Average Account Value
    $418,517
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, OR, TX, WA

Financial Advisors at North Berkeley Wealth Management, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Daniel Smyth, financial advisor Berkeley CA
Daniel J. Smyth
CRD#: 6900028
1820 Solano Ave, Berkeley, CA 94707

Daniel Smyth (CRD# 6900028) 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.

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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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