North Berkeley Wealth Management

North Berkeley Wealth Management Employee Directory

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.

Find North Berkeley Wealth Management employees' phone numbers or email addresses

North Berkeley Wealth Management Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    5

North Berkeley Wealth Management's Leadership

  • Stylized image of a person
    I. G. G. L. H.
    Partner
    Phone icon
  • Stylized image of a person
    S. C.
    Co-Owner
    Phone icon
  • Stylized image of a person
    D. E.
    Senior Client Service Coordinator
    Phone icon
  • Stylized image of a person
    C. E.
    Associate Financial Advisor
    Phone icon
  • Stylized image of a person
    C. L.
    Financial Advisor Assistant
    Phone icon
  • Stylized image of a person
    M. G.
    Financial Advisor
    Phone icon

Contact profiles from North Berkeley Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. G. G. L. H.
    Partner
    Phone icon
    United Kingdom
    Oct 20, 2025
  • Stylized image of a person
    S. C.
    Co-Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    D. E.
    Senior Client Service Coordinator
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    C. E.
    Associate Financial Advisor
    Phone icon
    United StatesNew Hampshire
    Oct 17, 2024
  • Stylized image of a person
    C. L.
    Financial Advisor Assistant
    Phone icon
    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    M. G.
    Financial Advisor
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is North Berkeley Wealth Management known for?

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North Berkeley Wealth Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 1995 El Dorado Ave, Berkeley, California 94707, US; you can contact the main corporate office by phone at . Explore North Berkeley Wealth Management's company overview page for more information.

What is North Berkeley Wealth Management's most common email format?

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North Berkeley Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more North Berkeley Wealth Management email formats with LeadIQ.

How many employees does North Berkeley Wealth Management have currently?

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North Berkeley Wealth Management has approximately 15 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are North Berkeley Wealth Management's key employees and leadership?

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As of October 2025, North Berkeley Wealth Management's key employees include:

  • Partner: I. G. G. L. H.
  • Co-Owner: S. C.
  • Senior Client Service Coordinator: D. E.
  • Associate Financial Advisor: C. E.
  • Financial Advisor Assistant: C. L.

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