Nb Wealth Management LLC is a large advisory firm based in San Francisco. It manages $162.6 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Nb Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nb Wealth Management LLC is $162.6 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nb Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Edward Mosher joined the executive team most recently as the Chief Operating Officer, Chief Compliance Officer.
The principal office where Nb Wealth Management LLC performs its advisory services is located at 1 California Street, Suite 2450, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-417-5288 or by fax 415-417-5200. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at nbwm.com.