NORTH BAY WEALTH MANAGEMENT
CRD #285523 SEC #801-132750 PETALUMA, CA 707-971-7069
SEC Registered
Total AUM
$102.1M
Discretionary
$96M
Employees
2
Clients
51
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $102.1M | $96M | $6.1M | 2 | 0 |
| May 2025 | $102.1M | $96M | $6.1M | 1 | 0 |
| May 2025 | $102.1M | $96M | $6.1M | 1 | 0 |
| Apr 2025 | $102.1M | $96M | $6.1M | 1 | 0 |
DateJul 2025
Total AUM$102.1M
Discretionary$96M
Non-Disc.$6.1M
Employees2
Clients0
DateMay 2025
Total AUM$102.1M
Discretionary$96M
Non-Disc.$6.1M
Employees1
Clients0
DateMay 2025
Total AUM$102.1M
Discretionary$96M
Non-Disc.$6.1M
Employees1
Clients0
DateApr 2025
Total AUM$102.1M
Discretionary$96M
Non-Disc.$6.1M
Employees1
Clients0