1 North Wealth Services Review

Trust Score 95%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

1 North Wealth Services, federally registered in 2002, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. 1 North Wealth Services manages $166.4 million and provides investment advisory services for 190 clients (1:64 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $876,041
Hybrid Advisor No
Disciplinary History No
Total AUM $166.4 million
Advisor / Client Ratio 1:64
Headquarters Annapolis, MD
SEC Filings Forms and Brochures    (CRD # 115948)
State(s) Registered MD, PA, VA

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