North Bay Wealth Management
● SEC registered since 2025CRD 285523SEC# 801-132750Petaluma, CA
Reg. AUM
$107.3M
Employees
2
Accounts
340
Location
Petaluma, CA
North Bay Wealth Management assets under management
North Bay Wealth Management is a registered investment adviser overseen by the SEC based in Petaluma, CA. The firm has been registered since 2025. It reports $107.3 million in regulatory assets under management and employs 2 people.
North Bay Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Michael Tennyson Control | Owner, Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does North Bay Wealth Management manage?
North Bay Wealth Management reports $107.3 million in regulatory assets under management on its Form ADV.
How many employees does North Bay Wealth Management have?
North Bay Wealth Management reports 2 employees.
Where is North Bay Wealth Management located?
North Bay Wealth Management is based in Petaluma, CA and has been SEC-registered since 2025.
Does North Bay Wealth Management disclose fund performance?
North Bay Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 140 2nd Street, Suite 310, Petaluma, CA 94952 |
| Phone | 707-971-7069 |
| Fax | N/A |
| Office hours | 7:30 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.3M▲ 5%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$107.3Mregulatory AUM
Discretionary $100.3MNon-discretionary $7M