North Berkeley Wealth Management

  • Financial Services
  • Berkeley CA
  • 13 employees
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Company Overview

Headquarters
1820 Solano Avenue, Berkeley CA
Website
northberkeleywealth.com
Employees
13
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is North Berkeley Wealth Management

North Berkeley Wealth Management is a wealth management firm based in Berkeley, California. Founded in 2005, the company employs 13 individuals. North Berkeley Wealth Management specializes in helping clients manage and grow their assets. They strive to tailor their services to each client's individual goals and values. The company prides itself on fostering strong, personal relationships with its clients. They emphasize continuity in their services, aiming to promote the well-being of their clients, staff, and the wider community. For more information, visit northberkeleywealth.com.

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FAQ

What is the location of North Berkeley Wealth Management's headquarters?
The headquarters of North Berkeley Wealth Management are situated at 1820 Solano Avenue, Berkeley CA
What is North Berkeley Wealth Management's official website?
The official website of North Berkeley Wealth Management can be found at northberkeleywealth.com.
What is North Berkeley Wealth Management's current revenue?
As of August 2023, North Berkeley Wealth Management's annual revenue reached $10B.
How many employees does North Berkeley Wealth Management currently have?
North Berkeley Wealth Management employs approximately 13+ people as of August 2023
Which industries is North Berkeley Wealth Management primarily operating in?
North Berkeley Wealth Management operates in the following industries: Credit, Finance

Employee Directory

Key Employees

Sam Wood-Bednarz

Partner

Phone Email

Matthew Gatt

Lead Financial Advisor

Phone Email

Katherine King

Partner, Chief Investment Officer

Phone Email

Shabana Shah

Investment & Operations Associate

Phone Email