North Berkeley Wealth Management, LLC

Business address
1995 El Dorado Ave., Berkeley, CA, 94707
Top securities (13F)
SSD, NUSC, ACWI, IVW, IEMG, IJR, AAPL, IJH, VGSR, IVV, BRKB, AGG, SPY, NVDA, TSLA, NXTE, GOOG, BRKA, VNQ, and MSFT
State of incorporation
CA
Fiscal year end
31 December
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North Berkeley Wealth Management, LLC has filed 4 SEC EDGAR filings since 03 Apr 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-25479
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-25479
13F-HR Open Document Open Filing 13 Aug 2025 31 Mar 2025 028-25479
13F-HR Open Document Open Filing 03 Apr 2025 31 Dec 2024 028-25479