Investment adviser representative · North Bay Wealth Management
Jeremiah J. Anzelc
CRD 8021251 · Petaluma, CA
At a glance
Jeremiah J. Anzelc is an investment adviser representative with North Bay Wealth Management in Petaluma, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremiah’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- North Bay Wealth ManagementSince June 2025Petaluma, CA · $107M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeremiah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at North Bay Wealth Management
- Peter M. TennysonPetaluma · Certified Financial Planner
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