North Berkeley Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

136431

SEC number

801-64572

Firm type

RIA

Assets under management

$829.8M as of Mar 19, 2026

Website

www.linkedin.com/in/bergerkim ↗

Phone

510-528-5820

Address

1995 El Dorado Ave, Berkeley, CA, 94707

Advisors at this firm

12 in our index · page 1 of 1

• Ariana AlisjahbanaCRD 7557565 · Berkeley, CA
  IA Registered
• Kim BergerCRD 8122018 · Berkeley, CA
  IA Registered
• Debra Anne EllisenCRD 4593925 · Berkeley, CA
  IA Registered
• Matthew John GattCRD 6709376 · Berkeley, CA
  IA Registered
• Katherine Campbell KingCRD 2377541 · Berkeley, CA
  IA Registered
• Brian Thomas KozelCRD 5601007 · Berkeley, CA
  IA Registered
• Cagatay KocCRD 7459627 · Berkeley, CA
  IA Registered
• Stephanie Michelle NehmensCRD 5952551 · Berkeley, CA
  IA Registered
• Daniel Francis NakaharaCRD 6715708 · Berkeley, CA
  IA Registered
• Maria Quintana-PillingCRD 8035505 · Berkeley, CA
  IA Registered
• Jennifer Ann ReganCRD 7195958 · Olympia, WA
  IA Registered
• Samuel James Wood-BednarzCRD 6501469 · Berkeley, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.