North Berkeley Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 19, 2026, reports $830M in regulatory assets under management, 16 employees, 1 office, and 1,502 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
220
2
Individuals
44.0%
181
3
Charitable
1.7%
7
4
Pension Plans
0.7%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$830Mas of March 19, 2026
Discretionary97.2%
$807M
97% of total RAUM97.2%
Non-discretionary2.8%
$23M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$830M
Total Accounts1,502
10Y AUM Change+$537M (+183.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee26:1
10Y Employee Change+3 (+23.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.