# NORTH BERKELEY WEALTH MANAGEMENT, LLC

NORTH BERKELEY WEALTH MANAGEMENT, LLC of BERKELEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136431
- Type: SEC-registered investment adviser
- SEC file number: 801-64572
- Location: 1995 EL DORADO AVE, BERKELEY, CA, 94707
- Phone: 510-528-5820
- Latest filing: 2026-03-19
- Regulatory AUM: $829.8M
- Discretionary AUM: $806.8M
- Non-discretionary AUM: $23.0M
- Clients: 16
- Accounts: 1,502

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Katherine Campbell King | MANAGING MEMBER | — |
| Brian Thomas Kozel | MANAGING MEMBER | — |
| Samuel James Wood-Bednarz | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CAMPBELL SUSAN KATHERINE | MANAGER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| REINHOLD SUSAN MARY | MANAGER; MANAGING MEMBER | — |
| TILLES THEODORE HARPER | PARTNER | — |
| KOZEL BRIAN Thomas | MANAGING MEMBER; MANGING MEMBER | — |
| KING KATHERINE CAMPBELL | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| WOOD-BEDNARZ SAMUEL JAMES | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136431/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136431/similar
- Related entities: https://search.stillhousedata.com/firm/136431/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136431

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.