NB WEALTH MANAGEMENT LLC

NB WEALTH MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 283016). Regulatory assets under management: $162.6M.

Registration

• CRD: 283016
• SEC file number: 801-107880
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283016 on SEC IAPD (source of record)
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