Adviser Profile
| As of Date | 05/11/2025 |
| Registration status | Registration Changed to NORTH BAY WEALTH MANAGEMENT |
| ADV Location | PETALUMA, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 102,138,727 5% |
| of that, discretionary | 96,042,608 5% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 305,805 4% |
| % High Net Worth | 20.29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds