North Berkeley Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1820 Solano Ave Ste C1, Berkeley, Califo...Phone Number
(510) 528-5820Website
www.northberkeleywealth.comRevenue
$6.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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Feb
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ZI Rank
1
1
1
1
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1
About North Berkeley Wealth Management
North Berkeley Wealth Management specializes in personalized and progressive wealth management, focusing on financial planning, investment management, and impact investing. Since 2005, they have been dedicated to helping clients protect and grow their assets in alignment with their personal values and goals. Their services cater to individuals seeking to make a positive impact through their investments while ensuring financial well-being. The firm operates as a fiduciary, providing clarity and tailored solutions to meet the unique needs of each client.Explore more
North Berkeley Wealth Management Org Chart
JR
Lead Advisor
SS
Investment Operations Associate
SW
Partner
BC
Associate Advisor
SN
Associate Advisor
MG
Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
North Berkeley Wealth Man...
$6.6M
11-50
Private
-
2005
KK
Katherine KingPartner, Chief Investment Officer
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
North Berkeley Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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North Berkeley Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about North Berkeley Wealth Management.
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North Berkeley Wealth Management specializes in personalized and progressive wealth management, focusing on financial planning, investment management, and impact investing. Since 2005, they have been dedicated to helping clients protect and grow their assets in alignment with their personal values and goals. Their services cater to individuals seek... Read More
