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North Bay Wealth Management
NORTH BAY WEALTH MANAGEMENT is an SEC-registered investment adviser in PETALUMA, CA, registered since 2025. The firm manages $107 million in assets, $100...
Overview
NORTH BAY WEALTH MANAGEMENT is an SEC-registered investment adviser in PETALUMA, CA, registered since 2025. The firm manages $107 million in assets, $100 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Petaluma
Corporate office
San Francisco, CA, United States
Frequently asked questions
What investment stages and sectors does the office target?
Regulatory filings and observable deal participation show a preference for early- to growth-stage technology companies headquartered in the Bay Area. The real-asset portfolio concentrates on residential and mixed-use properties in San Francisco and Marin County. No sector exclusions have been publicly stated.
How does the office source proprietary deal flow given its lack of public presence?
Deal flow is almost certainly relationship-driven, sourced through the principal's personal network, wealth-advisor intermediaries, or direct broker relationships. The absence of a brand or website means the office does not compete on visibility; it must rely on trusted referral channels — a model that limits quantity but can surface off-market opportunities in Northern California's concentrated deal ecosystem.
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