Jeremiah J. Anzelc

NORTH BAY WEALTH MANAGEMENT

PETALUMA, CA 94952

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CRD#: 8021251

Professional summary

Jeremiah Jonathan Anzelc is a registered financial advisor currently at NORTH BAY WEALTH MANAGEMENT located in Petaluma, California.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jeremiah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I do restaurant software consulting, where if there are issues or questions with data seen in the software, I help them identify why, or reach out to the software company on their behalf. I also help with getting things in the software set up, like inventory, recipes, invoicing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Jonathan Anzelc's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2025 - Present

NORTH BAY WEALTH MANAGEMENT

Office #1: 140 2nd Street Suite 310, Petaluma, CA 94952

RIA

CRD#: 285523

PETALUMA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTH BAY WEALTH MANAGEMENT

CRD#: 285523 / SEC#: 801-132750

RIA

Registered Investment Advisory firm - (5/9/2025 Approved)

California

Registered Investment Advisory firm - (6/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/18/2025)

IAR

Texas
(6/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/18/2025

Uniform Investment Adviser Law Examination

Current Firm

NORTH BAY WEALTH MANAGEMENT

CRD#: 285523 / SEC#: 801-132750

RIA

Registered Investment Advisory firm - (5/9/2025 Approved)

California

Registered Investment Advisory firm - (6/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/23/2025 Terminated)

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Contact information

Main Address

140 2nd Street Suite 310, Petaluma, CA 94952

Mailing Address

Phone number

(707) 971-7069

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B NORTH BAY WEALTH MANAGEMENT (7/14/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 102,138,727

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeremiah J. Anzelc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Jonathan Anzelc's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH BAY WEALTH MANAGEMENT

Primary Firm SEC Registration

NORTH BAY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2025

Current Firm

NORTH BAY WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTH BAY WEALTH MANAGEMENT

TRUST BUT VERIFY

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