Insights

Client Relationship Focus Leverage North Berkeley Wealth Management's emphasis on personal relationships and continuity to position high-touch advisory services, ongoing client communication, and value-aligned financial planning as differentiators in conversations with growth-minded prospects seeking stable, values-aligned wealth management.

Small to Medium Scale With 11-50 employees and $10M-$25M in revenue, target mid-market opportunities where a scalable, customizable RIA solution, back-office support, and compliant technology integration can unlock efficiency and growth without the overhead of large firms.

Technology Stack Current tools include Salesforce, Microsoft 365, WordPress, Mailchimp, and Clarity, suggesting readiness for CRM-driven client engagement, marketing automation, and data-backed advisory workflows; opportunity to upsell advanced analytics, CRM customization, and secure data integrations.

Talent Growth Recent hires and evolving team roles indicate a focus on expanding capabilities; approaches to support recruiting, compliance, and client service platforms can be offered to enhance talent management, onboarding efficiency, and advisor training programs.

Market Positioning Operating in a competitive landscape with larger firms as peers, there is a chance to emphasize boutique, values-aligned investment philosophies and client-centric continuity to attract prospects seeking personalized service, fiduciary stewardship, and local community engagement.

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North Berkeley Wealth Management Tech Stack

North Berkeley Wealth Management uses 8 technology products and services including Microsoft Clarity, WordPress, Salesforce, and more. Explore North Berkeley Wealth Management's tech stack below.

Microsoft Clarity
Analytics
WordPress
Content Management System
Salesforce
Customer Relationship Management
Mailchimp
Email
Microsoft 365
Email
JSON-LD
Javascript Frameworks
The SEO Framework
Search Engines
GenerateBlocks
Web Platform Extensions

Media & News

North Berkeley Wealth Management's Email Address Formats

North Berkeley Wealth Management uses at least 3 email formats:

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 September 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 September 2026, North Berkeley Wealth Management has approximately 17 employees across 3 continents, including North America, Europe and Oceania. Key team members include Co-Owner: S. C. and 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 Microsoft Clarity, WordPress, Salesforce, Mailchimp, Microsoft 365, JSON-LD, The SEO Framework and GenerateBlocks.

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 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.