NORTH BAY WEALTH MANAGEMENT

NORTH BAY WEALTH MANAGEMENT of PETALUMA, CA is an SEC-registered investment adviser (CRD 285523). Regulatory assets under management: $107.3M.

Registration

• CRD: 285523
• SEC file number: 801-132750
• Type: Registered investment adviser
• Location: 140 2ND STREET, SUITE 310, PETALUMA, CA, 94952
• Phone: 707-971-7069
• Latest filing: 2026-03-02
• Regulatory AUM: $107.3M
• Discretionary AUM: $100.3M
• Non-discretionary AUM: $7.0M
• Clients: 2
• Accounts: 340

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 285523 on SEC IAPD (source of record)
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