NORTH BERKELEY WEALTH MANAGEMENT, LLC of BERKELEY, CA is an SEC-registered investment adviser (CRD 136431). Regulatory assets under management: $829.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OLYMPIA | WA | 1 | P: (510) 528-5 |
| OLYMPIA | WA | 1 | P: (510) 528-5 |