North Bay Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,747,068
Clients
133
Advisors
2
of 2 employees
About
North Bay Wealth Management provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients and also lists pension and profit‑sharing plans, charitable organizations, and corporations among its client types. Services include discretionary and non‑discretionary portfolio management and written financial planning, with advice on asset allocation among cash, stocks, mutual funds, bonds, and annuities.
The firm tailors recommendations to clients’ objectives, time horizon, and risk tolerance and uses methods such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases, with a stated goal of helping clients maintain purchasing power over the long term. Accounts are reviewed at least quarterly, the firm typically recommends custody with Charles Schwab, and it discloses that some service providers used by the firm incorporate artificial intelligence or machine learning and are subject to periodic due diligence.
North Bay manages roughly $107 million in client assets across two advisors and about 133 client accounts and, uncommon among similar supported firms, also provides advisory services to pooled investment vehicles and discusses investment‑company/ETF risks in its disclosures. The firm does not charge performance‑based fees, does not take physical custody of client assets (except limited custody for fee deduction), and forwards proxy materials to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.25% $2,000,001 - $6,000,000: 1.00% $6,000,001 - $10,000,000: 0.90% $10,000,001+: 0.80%
Account minimum: $1,000,000
Main office
140 2nd Street, Suite 310
Petaluma CA 94952
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter T
CFP®, Series 65
Petaluma, CA
North Bay Wealth Management
Peter Tennyson is a CFP® with 12 years of industry experience, currently serving as an advisor at North Bay Wealth Management since 2016. He holds the Series 65 designation and is based in Petaluma, CA. Outside of his advisory role, he is a part owner and serves as CFO, Treasurer, and Secretary of American Hunt, Inc., a startup focused on listing outdoor activities available for daily rental. North Bay Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management and written financial plans, tailoring recommendations to clients' objectives, time horizons, and risk tolerance.
Jeremiah A
Series 65
Petaluma, CA
North Bay Wealth Management
Jeremiah Anzelc is a financial advisor at North Bay Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining the firm, he spent 13 years at Restaurant365, where he provided restaurant software consulting, assisting clients with data issues and software setup such as inventory and invoicing. North Bay Wealth Management offers discretionary portfolio management, integrated financial planning, and pension consulting for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes asset allocation combined with fundamental, quantitative, and qualitative analysis to manage portfolios using a variety of investment vehicles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")