$107.3M Total AUM
$100.3M Disc. AUM
-- 3Y CAGR
2 Employees
138 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-2016
- Office Locations
- 1
Office Locations
140 2ND Street Suite 310 Petaluma CA
About North BAY Wealth Management
North Bay Wealth Management is a Petaluma, CA RIA focused on retirement planning—helping clients analyze goals, build a custom strategy, and execute the transition into retirement. The firm provides financial planning, portfolio construction and ongoing performance monitoring, and may incorporate tax, estate and insurance planning. Custodied at Schwab; portfolios use public funds including mutual funds/ETFs and fixed income.
Team overview
-- AVG AGE
$53.7M AVG AUM / ADVISOR
$777.8K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
PETER MICHAEL TENNYSON
Chief Compliance Officer, Owner, President
- CRD
- #6218746
- Ownership
- 75% or more
Available
Available
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J
Jeremiah Jonathan Anzelc
--
- CRD
- #8021251
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,323,022 | $299,472 |
| Non-Discretionary | $7,019,360 | $1,403,872 |
| Total | $107,342,382 | $315,713 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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