Overview
Assets Under Management: $107 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 29
Average Client Assets: $2.0 million
Frequently Asked Questions
NORTH BAY WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285523), NORTH BAY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NORTH BAY WEALTH MANAGEMENT is headquartered in PETALUMA, CA.
NORTH BAY WEALTH MANAGEMENT serves 29 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, NORTH BAY WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NORTH BAY WEALTH MANAGEMENT manages $107 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, NORTH BAY WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.58%
Average Client Assets: $2.0 million
Total Client Accounts: 340
Discretionary Accounts: 335
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 285523
Filing ID: 2053498
Last Filing Date: 2026-03-02 16:15:18