# North Bay Wealth Management

North Bay Wealth Management is a RIA based in Petaluma, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Petaluma, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 285523
- **SEC file number:** 801-132750
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285523

## About

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.

## 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.

## Related profiles

- [North County Financial Planning](https://altss.com/profile/north-county-financial-planning-llc)

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Last updated: 2026-07-06T01:24:22.134Z

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