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Ariana Alisjahbana

North Berkeley Wealth Management, LLC

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About Ariana Alisjahbana

Ariana Alisjahbana is an investment advisor representative with North Berkeley Wealth Management, LLC. Ariana is a Certified Financial Planner and holds the Series 65 license. Ariana's experience includes positions at the University of California Berkeley, Alibaba Group, Travel, Rocket Lawyer, BrightPlan, and North Berkeley Wealth Management. Ariana specializes in working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Ariana offers financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Ariana Alisjahbana is currently registered with North Berkeley Wealth Management, LLC. North Berkeley Wealth Management, LLC is a Berkeley, CA-based Registered Investment Advisor (RIA) that provides financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. They manage over $613 million in assets for 1,465 clients. The firm offers a range of services, including financial planning, investment management, and selection of other advisers.
North Berkeley Wealth Management, LLC

1820 SOLANO AVE

BERKELEY, CA 94707

$613.13M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ariana Alisjahbana’s Registration & Firm History

CA

07/07/2022 - Present

North Berkeley Wealth Management, LLC (BERKELEY CA)

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Licenses & Designations

IA

Issued 07/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ariana Alisjahbana.
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