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North Berkeley Wealth Management

North Berkeley Wealth Management, LLC

Certified B Corporation

Mission statement

To serve stakeholder interests including clients, community, employees, and the environment through financial planning and investment advisory services.

Status
Private
Industry
Financial Services & Fintech
Headquarters
Berkeley, California
Founded
2005

Sources (1)

Added 2026-06-04 · last updated 2026-06-04Informational only; not legal advice. Verify against the sources above before relying on this entry.