Insights

Client-Centric Approach North Berkeley Wealth Management emphasizes personal relationships and long-term client well-being, which suggests an openness to tailored financial solutions and value-added services that can enhance customer satisfaction and loyalty.

Market Focus Operating within the competitive financial advisory sector with a revenue range of 10 to 25 million dollars, they represent a mid-sized firm poised for growth through targeted service offerings and strategic partnerships.

Technology Adoption Utilizing tools such as Microsoft 365, Google Maps, and advanced security measures like reCAPTCHA indicates a commitment to modern technology and cybersecurity, presenting opportunities for digital service enhancements and security solutions.

Growth Potential Recent hires of key personnel like Stephen Bruce and Katie McCann demonstrate expansion and talent acquisition, which could benefit from specialized HR solutions, staffing services, or leadership development programs.

Industry Comparison Compared to larger competitors such as Charles Schwab and Fidelity, North Berkeley Wealth Management has room to grow its market share by leveraging niche market strategies, personalized services, and bespoke financial planning expertise.

Similar companies to North Berkeley Wealth Management

North Berkeley Wealth Management Tech Stack

North Berkeley Wealth Management uses 8 technology products and services including Microsoft 365, Element UI, Google Maps, and more. Explore North Berkeley Wealth Management's tech stack below.

Microsoft 365
Email
Element UI
Javascript Frameworks
Google Maps
Maps
LinkedIn
Online Community Software
X-XSS-Protection
Security
reCAPTCHA
Security
HTTP/3
Web & Portal Technology
X-Content-Type-Options
Web & Portal Technology

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	91%
Last@northberkeleyinvestment.com	Doe@northberkeleyinvestment.com	9%
First@northberkeleywealth.com	John@northberkeleywealth.com	100%

Frequently Asked Questions

Where is North Berkeley Wealth Management's headquarters located?

North Berkeley Wealth Management's main headquarters is located at 1995 El Dorado Ave, Berkeley, California 94707, US. The company has employees across 2 continents, including North AmericaEurope.

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.

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 October 2025, North Berkeley Wealth Management has approximately 15 employees across 2 continents, including North AmericaEurope. Key team members include Partner: I. G. G. L. H.Co-Owner: S. C.Senior Client Service Coordinator: D. E.. 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 365Element UIGoogle MapsLinkedInX-XSS-ProtectionreCAPTCHAHTTP/3X-Content-Type-Options.

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

Financial ServicesUnited States11-50 Employees

Since 2005, North Berkeley Wealth Management has focused on helping clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. From the beginning, we’ve emphasized personal relationships and a deep commitment to continuity that promotes the well-being of our clients, staff, and community.