1 North Wealth Services Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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1 North Wealth Services, federally registered in 2002, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. 1 North Wealth Services manages $168.7 million and provides investment advisory services for 191 clients (1:48 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 $882,999
Hybrid Advisor No
Disciplinary History No
Total AUM $168.7 million
Advisor / Client Ratio 1:48
Headquarters Annapolis, MD
SEC Filings Forms and Brochures    (CRD # 115948)
State(s) Registered MD, PA, VA

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