NORTH BERKELEY WEALTH MANAGEMENT, LLC
SEC file number 801-64572
· BERKELEY, CA
https://berkeleycollege.edu ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$613.1M
Discretionary AUM
$601.9M
Employees
15
Clients
—
Firm
- Address
- 1820 SOLANO AVE
BERKELEY, CA 94707 - Phone
- —
- Website
- https://berkeleycollege.edu
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- North Haven Capital Partners VIII U.S. Wealth Management Partners LP Medium name-match confidence · CIK 2027895 · NY
- North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP Medium name-match confidence · CIK 2027900 · NY
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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North Haven Capital Partners VIII U.S. Wealth Management Partners LP · D/A · Aug 5, 2025
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North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP · D/A · Aug 5, 2025
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North Haven Capital Partners VIII U.S. Wealth Management Partners LP · D/A · Jan 30, 2025
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North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP · D/A · Jan 30, 2025