Stephanie Michelle Nehmens

Employer firm

North Berkeley Wealth Management, LLC CRD 136431

$830M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 07/2024
  Secfi Securities, Llc
  San Francisco, CA
• 09/2020 → 01/2021
  Homepoint Financial
  San Francisco, CA
• 05/2017 → 09/2020
  Lendingclub
  San Francisco, CA
• 02/2014 → 04/2017
  Jp Morgan Chase & Co.
  San Francisco, CA
• 08/2022 → 03/2024
  Finix Payments
  San Francisco, CA
• 05/2024 → 11/2024
  Arta Finance
  Mountain View, CA
• 02/2025 → Present
  North Berkeley Wealth Management
  Berkeley, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-02
• S66 Uniform Combined State Law Examination
  2012-06-28