Overview
Assets Under Management: $153 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
NORTH STAR WEALTH MANAGEMENT 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 #326664), NORTH STAR WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NORTH STAR WEALTH MANAGEMENT serves 41 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, NORTH STAR WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
NORTH STAR WEALTH MANAGEMENT manages $153 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, NORTH STAR WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 225
Discretionary Accounts: 224
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 326664
Filing ID: 2026608
Last Filing Date: 2025-11-19 11:06:34
Website: 1