Katherine Campbell King
Investment adviser representative at North Berkeley Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$829.8MFirm assets
Are you Katherine Campbell King? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- North Berkeley Wealth Management, LLCMay 2014 to now
- North Berkeley Investment Partners, LLCAug 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
North Berkeley Wealth Management, LLC
$829.8MAssets managed
411Clients
12Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2377541
- Firm CRD
- 136431