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Matthew John Gatt

North Berkeley Wealth Management, LLC

Berkeley, CA

CRD 6709376

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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 APPROVED 2016-10-04
  • CA RA
    APPROVED
    Since 2016-10-04

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
Northern Trust San Francisco CA 01/2006 09/2016
North Berkeley Investment Partners, Llc Berkeley CA 09/2016 Present
  • 01/2006 → 09/2016
    Northern Trust
    San Francisco, CA
  • 09/2016 → Present
    North Berkeley Investment Partners, Llc
    Berkeley, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel

Nearby Offices

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

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