# NB WEALTH MANAGEMENT LLC

NB WEALTH MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283016
- Type: SEC-registered investment adviser
- SEC file number: 801-107880
- Location: 1 CALIFORNIA STREET, SUITE 2450, C/O US CORE HOLDINGS LLC, SAN FRANCISCO, CA, 94111
- Phone: 415-417-5288
- Latest filing: 2017-03-10
- Regulatory AUM: $162.6M
- Non-discretionary AUM: $162.6M
- Clients: 3
- Accounts: 2

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| MOSHER MICHAEL EDWARD | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| CHANG MICHAEL SHIH-JUNG | CHIEF EXECUTIVE OFFICER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283016/similar
- Related entities: https://search.stillhousedata.com/firm/283016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283016

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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.