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

Clients

Accounts

1,482

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 9, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
TILLES, THEODORE, HARPER	I	PARTNER	NA
TILLES, THEODORE, HARPER	I	PARTNER	NA
TILLES, THEODORE, HARPER	I	PARTNER	NA
TILLES, THEODORE, HARPER	I	PARTNER	NA
TILLES, THEODORE, HARPER	I	PARTNER	NA
TILLES, THEODORE, HARPER	I	PARTNER	NA
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	E	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER; CHIEF COMPLIANCE OFFICER	D	Control
KOZEL, BRIAN, Thomas	I	MANAGING MEMBER	D	Control
KOZEL, BRIAN, Thomas	I	MANAGING MEMBER	D	Control
KOZEL, BRIAN, Thomas	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
REINHOLD, SUSAN, MARY	I	MANAGING MEMBER	D	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
CAMPBELL, SUSAN, KATHERINE	I	MANAGER; CHIEF COMPLIANCE OFFICER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANAGING MEMBER	C	Control
KOZEL, BRIAN, Thomas	I	MANAGING MEMBER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
REINHOLD, SUSAN, MARY	I	MANAGER	C	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER	B	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER	B	Control
KING, KATHERINE, CAMPBELL	I	MANAGING MEMBER	B	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MEMBER	B	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MEMBER	B	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MEMBER	B	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MEMBER	B	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MANAGING MEMBER	B	Control
WOOD-BEDNARZ, SAMUEL, JAMES	I	MANAGING MEMBER	B	Control

Registrations

Federal

Dec 9, 2025 REGISTERED

Notice Filings (7)

CA HI LA NY OR TX WA

Address

1995 EL DORADO AVE
BERKELEY, CA 94707
United States

Phone: 510-528-5820