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Katherine Campbell King

North Berkeley Wealth Management, LLC

Berkeley, CA

CRD 2377541

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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:

Current Employers
North Berkeley Wealth Management, Llc

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2014-05-27
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2014-05-27

Branch Locations

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Berkeley Investment Partners, Llc Berkeley CA 08/2005 Present
  • 08/2005 → Present
    North Berkeley Investment Partners, Llc
    Berkeley, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-16
S63 Uniform Securities Agent State Law Examination 1994-08-02
  • S65 Uniform Investment Adviser Law Examination
    1995-08-16
  • S63 Uniform Securities Agent State Law Examination
    1994-08-02
Designations
  • Certified Financial Planner
Other Names
  • Kate Campbell
  • Susan Katherine Campbell

View on SEC IAPD

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JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
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Nearby Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA

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