North Berkeley Wealth Management, LLC

California
Registered In
05/11/2005
Incorp. Date

Company Summary

North Berkeley Wealth Management, LLC at 900 Colusa Ave STE 201, Berkeley, Ca 94707 lists Kate Campbell King of Berkeley, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Kate Campbell King Individual Agent
900 COLUSA AVE STE 201, BERKELEY, CA 94707 (View Past Addresses)
Kate Campbell King Manager
900 COLUSA AVE STE 201, BERKELEY, CA 94707 (View Past Addresses)
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!
900 COLUSA AVE STE 201, BERKELEY, CA 94707 View Map
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!

Financial Information for North Berkeley Wealth Management, LLC

Form 5500

NORTH BERKELEY WEALTH MANAGEMENT, LLC

1820 Solano Avenue, Berkeley, Ca 94707 (510) 528-5820 EIN:20-2889861 Plan Admin:Katherine Campbell King
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE PINK GIRAFFE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$3,500,813 / $3,307,532 2022 THE PINK GIRAFFE 401(K) PROFIT SHARING PLAN - Plan #001 17 / 18 $3,500,813 / $3,307,532
2021 Plan NameTHE PINK GIRAFFE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,885,903 / $3,500,813 2021 THE PINK GIRAFFE 401(K) PROFIT SHARING PLAN - Plan #001 17 / 17 $2,885,903 / $3,500,813
2020 Plan NameTHE PINK GIRAFFE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,444,822 / $2,885,903 2020 THE PINK GIRAFFE 401(K) PROFIT SHARING PLAN - Plan #001 17 / 17 $2,444,822 / $2,885,903
2019 Plan NameTHE PINK GIRAFFE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,918,751 / $2,444,822 2019 THE PINK GIRAFFE 401(K) PROFIT SHARING PLAN - Plan #001 16 / 17 $1,918,751 / $2,444,822
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NORTH BERKELEY WEALTH MANAGEMENT, LLC

1820 Solano Ave, Berkeley, CA 94707-2388 Veteran:No
Loan Date Approved Forgiven Lender Jobs
05/11/2020 Approved$318,354 Forgiven$321,644 LenderCommunity Bank of the Bay Jobs12 05/11/2020 $318,354 $321,644 Community Bank of the Bay 12
PPP Loans based on Paycheck Protection Program.
Related Business Names:
North Berkeley Wealth Management, LLC Registered in Washington
Berkeley, CA View Report
Address Match:900 Colusa Ave Ste 201 Berkeley, CA
Jo and Koko, L.P. Registered in California
Berkeley, CA (1 more) View Report
Skate Xp Registered in California
Berkeley, CA View Report
Address Match:900 Colusa Ave Berkeley, CA
Berkeley, CA View Report
Hundred Acre Wood Properties, L.L.L.P. Registered in California
Berkeley, CA Redding, CA (1 more) View Report
Jaleh Niazi M.D., Inc. Registered in California
Berkeley, CA View Report
Jo and Koko, LLC Registered in California
Berkeley, CA View Report
New Child Fundamentals Registered in California
Berkeley, CA View Report
Owl's House, LLC Registered in California
Sacramento, CA Berkeley, CA (1 more) View Report
Hundred Acre Wood Property, LLC Registered in California
Berkeley, CA Sacramento, CA View Report
Venture Horizons, L.L.L.P. Registered in California
Berkeley, CA Sacramento, CA (1 more) View Report
Person/City Match:Kate Campbell King - Berkeley, CA
The Berkeley Food Network Registered in California
Berkeley, CA View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States