PBC Index logo
Directory
North Berkeley Wealth Management logo

North Berkeley Wealth Management

North Berkeley Wealth Management, LLC

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Certified B Corporation

What they do

North Berkeley Wealth Management provides financial planning and investment management services to individuals and families.

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.