Investment adviser · CRD 283016

NB WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 10, 2017

Regulatory AUM
$163M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1 CALIFORNIA STREET, SUITE 2450, C/O US CORE HOLDINGS LLC
SAN FRANCISCO, CA, 94111, United States

CRD 283016

Filing source

Form ADV 1077980 · Mar 10, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.