Samuel James Wood-bednarz
Investment adviser representative at North Berkeley Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$829.8MFirm assets
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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
13 years in the industry.
- North Berkeley Wealth Management, LLCJun 2015 to now
- North Berkeley Investment Partners, LLCAug 2013 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
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
- 6501469
- Firm CRD
- 136431