Insights

Wealthtech Adoption Target North Berkeley Wealth Management for scalable advisory technology integration, given their use of multiple platforms and modern web tools. Offer advanced client portal, CRM enhancements, and secure data exchange to streamline relationships with high-net-worth clients.

Asset Growth Focus Leverage their revenue range and growth trajectory to propose expanded investment solutions, fee-based planning, and performance analytics services that align with a mid-sized firm aiming to scale assets under management.

Talent Expansion With a history of ongoing hiring and a leadership structure including lead advisors and planning directors, present relationship management and succession planning services, executive coaching, and recruiting partnerships to support strategic growth.

Regional Community Highlight opportunities to deepen community engagement and local branding services, including events, gallery partnerships, and philanthropic program support that resonate with their continuity and client-wellbeing ethos.

Competitive Positioning Position solutions in the context of a crowded sector by offering differentiated financial planning analytics, compliance and risk management support, and cost-effective technology stacks tailored for mid-market independents competing with larger firms.

Similar companies to North Berkeley Wealth Management

North Berkeley Wealth Management Tech Stack

North Berkeley Wealth Management uses 8 technology products and services including Twemoji, Packery, SiteGround, and more. Explore North Berkeley Wealth Management's tech stack below.

Twemoji
Font Scripts
Packery
Javascript Libraries
SiteGround
Platform As A Service
PHP
Programming Languages
FedEx
Transportation And Fleet Management
Bootstrap
UI Frameworks
Contact Form 7
Web Platform Extensions
GeneratePress GP Premium
Web Platform Extensions

Media & News

North Berkeley Wealth Management's Email Address Formats

North Berkeley Wealth Management uses at least 2 format(s):

North Berkeley Wealth Management Email Formats	Example	Percentage
First@northberkeleyinvestment.com	John@northberkeleyinvestment.com	92%
Last@northberkeleyinvestment.com	Doe@northberkeleyinvestment.com	8%
First@northberkeleywealth.com	John@northberkeleywealth.com	100%

Frequently Asked Questions

What is North Berkeley Wealth Management's phone number?

You can contact North Berkeley Wealth Management's main corporate office by phone at

+1-510-528-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is North Berkeley Wealth Management's official website and social media links?

North Berkeley Wealth Management's official website is northberkeleywealth.com and has social profiles on LinkedIn.

How much revenue does North Berkeley Wealth Management generate?

As of July 2026, North Berkeley Wealth Management's annual revenue is estimated to be $10M - $25M.

What is North Berkeley Wealth Management's NAICS code?

North Berkeley Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does North Berkeley Wealth Management have currently?

As of July 2026, North Berkeley Wealth Management has approximately 16 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Co-Owner: S. C.Financial Advisor: M. G.. Explore North Berkeley Wealth Management's employee directory with LeadIQ.

What industry does North Berkeley Wealth Management belong to?

North Berkeley Wealth Management operates in the Financial Services industry.

What technology does North Berkeley Wealth Management use?

North Berkeley Wealth Management's tech stack includes TwemojiPackerySiteGroundPHPFedExBootstrapContact Form 7GeneratePress GP Premium.

What is North Berkeley Wealth Management's email format?

North Berkeley Wealth Management's email format typically follows the pattern of First@northberkeleyinvestment.com. Find more North Berkeley Wealth Management email formats with LeadIQ.

When was North Berkeley Wealth Management founded?

North Berkeley Wealth Management was founded in 2005.

North Berkeley Wealth Management

Q: What technology does North Berkeley Wealth Management use?

North Berkeley Wealth Management's tech stack includes Microsoft Office, Element UI, easy pie chart, Microsoft ASP.NET, X-UA-Compatible.

Q: What is North Berkeley Wealth Management's NAICS code?

North Berkeley Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

North Berkeley Wealth Management is a financial services firm headquartered in Berkeley, California, that specializes in wealth management for clients seeking to protect and grow their assets in line with their personal goals and values. Founded in 2005, the practice emphasizes building lasting relationships and maintaining continuity of service as a core part of its approach. This focus is intended to support the long-term well-being of clients, its staff, and the surrounding community.

The organization operates as a small- to mid-sized advisory firm, and it has pursued growth through adding practitioners and staff over time. In 2021, the firm announced the addition of Stephen Bruce, reflecting its ongoing approach to expanding its team. This personnel development aligns with its emphasis on stable, long-term client relationships and continuity of service.