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BERKELEY ADVISORS, INC.

ATLANTA, GA · CRD 134455 · IAPD ↗ · berkeleyadvisors.com · 404-580-9560

$125.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2025 — BERKELEY ADVISORS, INC. (ATLANTA, GA) is newly SEC-registered with $102.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.