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Products & Services
About Berkeley Wealth Ltd
Berkeley Wealth Ltd is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Waxhaw, North Carolina, United States, operating in Financial Services and employing 6-10 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Berkeley Wealth Ltd is one of 96,354 Financial companies listed in North Carolina.
Business Contact Information
- Phone
- +1 (704) 2431604
- Website
- berkeleywealth.com
- Address
- 310 E South Main St, Waxhaw, North Carolina, 28173, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 6 (6-10)
- Annual Revenue
- $2.0M ($1M-$5M)
Berkeley Wealth Ltd: frequently asked questions
What does Berkeley Wealth Ltd do?
Berkeley Wealth Ltd is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Waxhaw, North Carolina, United States, operating in Financial Services and employing 6-10 people.
Where is Berkeley Wealth Ltd located?
Berkeley Wealth Ltd is headquartered at 310 E South Main St, Waxhaw, North Carolina, 28173, United States.
How many employees does Berkeley Wealth Ltd have?
Berkeley Wealth Ltd has about 6 employees (the 6-10 range).
What is Berkeley Wealth Ltd's annual revenue?
Berkeley Wealth Ltd's annual revenue is estimated at $2.0M (the $1M-$5M range).
What industry is Berkeley Wealth Ltd in?
Berkeley Wealth Ltd is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Berkeley Wealth Ltd?
Its website is berkeleywealth.com and its phone number is +1 (704) 2431604.
What companies are similar to Berkeley Wealth Ltd?
Other large financial companies in North Carolina include Bank of America Corp, Deutsche Bank, Truist Financial Corp and Investors Management Corp.
Largest financial companies in North Carolina
Largest companies in North Carolina
Largest financial companies
Manufacturing sales in North Carolina, 2026
In North Carolina, Factur's 2026 study counted 23 manufacturing quotes worth $2.4M and 1 purchase orders over 12 months: 4% of quotes became orders, against 21% nationally. See the North Carolina data.
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