NORTH BERKELEY WEALTH MANAGEMENT, LLC
CRD #136431 SEC #801-64572 BERKELEY, CA 510-528-5820
SEC Registered
Total AUM
$710.6M
Discretionary
$682.4M
Employees
16
Clients
0
Accounts
1,482
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $710.6M | $682.4M | $28.3M | 16 | 0 |
| Jul 2025 | $710.6M | $682.4M | $28.3M | 16 | 0 |
| Mar 2025 | $710.6M | $682.4M | $28.3M | 16 | 0 |
| Sep 2024 | $613.1M | $601.9M | $11.2M | 15 | 0 |
| Mar 2024 | $613.1M | $601.9M | $11.2M | 15 | 0 |
| Mar 2023 | $507.7M | $490.6M | $17.1M | 15 | 0 |
| Mar 2022 | $576.3M | $555.3M | $21M | 15 | 0 |
| Mar 2021 | $485.5M | $468.2M | $17.3M | 13 | 0 |
| Feb 2021 | $431.8M | $415.9M | $15.9M | 12 | 0 |
| Aug 2020 | $431.8M | $415.9M | $15.9M | 12 | 0 |
| Aug 2020 | $431.8M | $415.9M | $15.9M | 12 | 0 |
| Jun 2020 | $431.8M | $415.9M | $15.9M | 12 | 0 |
| Jan 2020 | $431.8M | $415.9M | $15.9M | 12 | 0 |
| Jan 2020 | $318.9M | $306.4M | $12.5M | 10 | 0 |
| Oct 2019 | $318.9M | $306.4M | $12.5M | 10 | 0 |
| Mar 2019 | $318.9M | $306.4M | $12.5M | 10 | 0 |
| Mar 2019 | $318.9M | $306.4M | $12.5M | 10 | 0 |
| Mar 2018 | $324.4M | $310.7M | $13.7M | 12 | 0 |
| Mar 2017 | $293M | $281.7M | $11.3M | 13 | 200 |
| Feb 2016 | $268.8M | $259.6M | $9.2M | 14 | 200 |
| Mar 2015 | $287.9M | $277.4M | $10.5M | 12 | 235 |
| Mar 2014 | $262.5M | $259M | $3.5M | 13 | 220 |
| Jul 2013 | $257.3M | $251M | $6.2M | 10 | 245 |
| Mar 2013 | $257.3M | $251M | $6.2M | 10 | 245 |
| Oct 2012 | $246.7M | $233.9M | $12.9M | 6 | 240 |
| Aug 2012 | $246.7M | $233.9M | $12.9M | 6 | 240 |
| Jun 2012 | $246.7M | $233.9M | $12.9M | 6 | 240 |
| Mar 2012 | $246.7M | $233.9M | $12.9M | 6 | 240 |
| Apr 2011 | $237.8M | $217.9M | $20M | 10 | -- |
| Mar 2011 | $237.8M | $217.9M | $20M | 10 | -- |
| Apr 2010 | $198.3M | $166.2M | $32.1M | 10 | -- |
| Mar 2009 | $174.3M | $128.8M | $45.5M | 10 | -- |
| Feb 2007 | $146.4M | $19.3M | $127.1M | 10 | -- |
| Jan 2007 | $93M | $12.6M | $80.4M | 5 | -- |
| Mar 2006 | $93M | $12.6M | $80.4M | 5 | -- |
| Nov 2005 | $66.4M | $0 | $66.4M | 5 | -- |
DateDec 2025
Total AUM$710.6M
Discretionary$682.4M
Non-Disc.$28.3M
Employees16
Clients0
DateJul 2025
Total AUM$710.6M
Discretionary$682.4M
Non-Disc.$28.3M
Employees16
Clients0
DateMar 2025
Total AUM$710.6M
Discretionary$682.4M
Non-Disc.$28.3M
Employees16
Clients0
DateSep 2024
Total AUM$613.1M
Discretionary$601.9M
Non-Disc.$11.2M
Employees15
Clients0
DateMar 2024
Total AUM$613.1M
Discretionary$601.9M
Non-Disc.$11.2M
Employees15
Clients0
DateMar 2023
Total AUM$507.7M
Discretionary$490.6M
Non-Disc.$17.1M
Employees15
Clients0
DateMar 2022
Total AUM$576.3M
Discretionary$555.3M
Non-Disc.$21M
Employees15
Clients0
DateMar 2021
Total AUM$485.5M
Discretionary$468.2M
Non-Disc.$17.3M
Employees13
Clients0
DateFeb 2021
Total AUM$431.8M
Discretionary$415.9M
Non-Disc.$15.9M
Employees12
Clients0
DateAug 2020
Total AUM$431.8M
Discretionary$415.9M
Non-Disc.$15.9M
Employees12
Clients0
DateAug 2020
Total AUM$431.8M
Discretionary$415.9M
Non-Disc.$15.9M
Employees12
Clients0
DateJun 2020
Total AUM$431.8M
Discretionary$415.9M
Non-Disc.$15.9M
Employees12
Clients0
DateJan 2020
Total AUM$431.8M
Discretionary$415.9M
Non-Disc.$15.9M
Employees12
Clients0
DateJan 2020
Total AUM$318.9M
Discretionary$306.4M
Non-Disc.$12.5M
Employees10
Clients0
DateOct 2019
Total AUM$318.9M
Discretionary$306.4M
Non-Disc.$12.5M
Employees10
Clients0
DateMar 2019
Total AUM$318.9M
Discretionary$306.4M
Non-Disc.$12.5M
Employees10
Clients0
DateMar 2019
Total AUM$318.9M
Discretionary$306.4M
Non-Disc.$12.5M
Employees10
Clients0
DateMar 2018
Total AUM$324.4M
Discretionary$310.7M
Non-Disc.$13.7M
Employees12
Clients0
DateMar 2017
Total AUM$293M
Discretionary$281.7M
Non-Disc.$11.3M
Employees13
Clients200
DateFeb 2016
Total AUM$268.8M
Discretionary$259.6M
Non-Disc.$9.2M
Employees14
Clients200
DateMar 2015
Total AUM$287.9M
Discretionary$277.4M
Non-Disc.$10.5M
Employees12
Clients235
DateMar 2014
Total AUM$262.5M
Discretionary$259M
Non-Disc.$3.5M
Employees13
Clients220
DateJul 2013
Total AUM$257.3M
Discretionary$251M
Non-Disc.$6.2M
Employees10
Clients245
DateMar 2013
Total AUM$257.3M
Discretionary$251M
Non-Disc.$6.2M
Employees10
Clients245
DateOct 2012
Total AUM$246.7M
Discretionary$233.9M
Non-Disc.$12.9M
Employees6
Clients240
DateAug 2012
Total AUM$246.7M
Discretionary$233.9M
Non-Disc.$12.9M
Employees6
Clients240
DateJun 2012
Total AUM$246.7M
Discretionary$233.9M
Non-Disc.$12.9M
Employees6
Clients240
DateMar 2012
Total AUM$246.7M
Discretionary$233.9M
Non-Disc.$12.9M
Employees6
Clients240
DateApr 2011
Total AUM$237.8M
Discretionary$217.9M
Non-Disc.$20M
Employees10
Clients--
DateMar 2011
Total AUM$237.8M
Discretionary$217.9M
Non-Disc.$20M
Employees10
Clients--
DateApr 2010
Total AUM$198.3M
Discretionary$166.2M
Non-Disc.$32.1M
Employees10
Clients--
DateMar 2009
Total AUM$174.3M
Discretionary$128.8M
Non-Disc.$45.5M
Employees10
Clients--
DateFeb 2007
Total AUM$146.4M
Discretionary$19.3M
Non-Disc.$127.1M
Employees10
Clients--
DateJan 2007
Total AUM$93M
Discretionary$12.6M
Non-Disc.$80.4M
Employees5
Clients--
DateMar 2006
Total AUM$93M
Discretionary$12.6M
Non-Disc.$80.4M
Employees5
Clients--
DateNov 2005
Total AUM$66.4M
Discretionary$0
Non-Disc.$66.4M
Employees5
Clients--