Stephanie Michelle Nehmens
Investment adviser representative at North Berkeley Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$829.8MFirm assets
21 yearsFirm in business
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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
12 years in the industry.
- North Berkeley Wealth Management, LLCFeb 2025 to now
- Arta FinanceMay 2024 to Nov 2024
- Finix PaymentsAug 2022 to Mar 2024
- Secfi Securities, LLCApr 2021 to Jul 2024
- Homepoint FinancialSep 2020 to Jan 2021
- LendingclubMay 2017 to Sep 2020
- JP Morgan Chase & Co.Feb 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5952551
- Firm CRD
- 136431