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Maria Quintana-pilling

North Berkeley Wealth Management, LLC

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About Maria Quintana-pilling

Maria Quintana-pilling is a financial advisor with North Berkeley Wealth Management, LLC. Maria is a Chartered Financial Analyst. Maria has been working in the industry since January 2010. Maria is registered as a Registered Representative in CA. Maria provides financial planning and portfolio management for individuals. In addition to being a financial advisor, Maria is also a functional nutrition practitioner and owns a nutrition and health coaching practice called Urbanspice Nutrition, LLC.

Firm Information

Maria Quintana-pilling 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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Maria Quintana-pilling’s Registration & Firm History

CA

02/03/2025 - Present

North Berkeley Wealth Management, LLC (BERKELEY CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Quintana-pilling.
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