Overview
Assets Under Management: $273 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
1 NORTH WEALTH SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115948), 1 NORTH WEALTH SERVICES, LLC is subject to fiduciary duty under federal law.
1 NORTH WEALTH SERVICES, LLC is headquartered in ANNAPOLIS, MD.
1 NORTH WEALTH SERVICES, LLC serves 79 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, 1 NORTH WEALTH SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
1 NORTH WEALTH SERVICES, LLC manages $273 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, 1 NORTH WEALTH SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 687
Discretionary Accounts: 687
Regulatory Filings
CRD Number: 115948
Last Filing Date: 2024-03-29 00:00:00
Website: https://1nwealth.com