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North Bay Wealth Management

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Client assets under management

$99,747,068

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Clients

133

22% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

67

High

Average account size

$749,978

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

Financial planning Portfolio management Pension consulting

Expertise

Annuities Wealth management

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Fee options

Percentage

$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%

Other

Account minimum: $1,000,000

Main office location

North Bay Wealth Management

140 2 Nd Street, Suite 310

Petaluma CA 94952, United States

Number of offices

1

Most active in

More info

California · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 707-971-7069

Advisors at this firm

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Peter T

CFP®, Series 65

Petaluma, CA

North Bay Wealth Management

Peter Tennyson is a CFP® with 11 years of industry experience and has been with North Bay Wealth Management since 2016. Prior to that, he spent four years at Greenleaf & Burleson Wealth Management LLC. He is also a part owner and officer of American Hunt, Inc., a startup listing site for outdoor activity rentals. North Bay Wealth Management provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs asset allocation combined with fundamental, quantitative, and qualitative analysis to construct and monitor portfolios, and it maintains a formal pension consulting practice with services including investment policy statements and participant education workshops.

Annuities Wealth management
user avatar

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.

Annuities Wealth management
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