A complete list of active advisors currently associated with North Berkeley Wealth Management, LLC
Warmer can help you find a great advisor at North Berkeley Wealth Management, LLC or one who fits your needs even better.
North Berkeley Wealth Management provides comprehensive financial planning and investment management to individuals, families, business owners, professionals, inheritors, retirees, trusts, estates, charitable organizations, and business entities. The firm manages approximately $829.7 million in client assets, the majority on a discretionary basis, and works with roughly 400 clients in ongoing advisory relationships. The firm’s investment process centers on customized asset allocation and documented Investment Policy Statements implemented mainly with institutional mutual funds and ETFs, using a mix of passive and active strategies and regular systematic rebalancing to pursue total-return goals. North Berkeley also offers customized ESG options — including a general ESG screen and an environmental screen focused on limiting carbon extraction — and may, in particular circumstances, utilize sub‑advisers, separately managed accounts, limited private investments, or options; it also uses an order management tool (Pontera) for certain accounts not held directly at its chosen custodians. Noteworthy operational features include the firm’s requirement that client custody be maintained at Charles Schwab or my529 (with my529 specifically recommended for 529 accounts) and its general policy to decline directed brokerage relationships. The brochure also discloses that partners may serve as trustees for some client accounts (creating custody that triggers independent annual verification) and that Schwab has provided time‑limited transition assistance contingent on an asset milestone—an arrangement the firm describes as a potential conflict and discloses in its fiduciary practices.
To learn more about the advisors currently working at North Berkeley Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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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.
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