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1 NORTH WEALTH SERVICES, LLC
CRD 115948 · SEC 801-60941
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 250, ANNAPOLIS, MD, 21401, United States
Phone
410-975-0099
Fax
855-331-3998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$320.4M
Discretionary AUM
$320.4M
Team
6 total employees; 6 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $93.5M |
| High net worth individuals | 81 | $212.6M |
| Charitable organizations | 2 | $3.9M |
| Corporations/business entities | 3 | $10.4M |
States served
MD, PA, VA, NH
All web addresses on file
Official SEC filing: View on IAPD