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NORTHSTAR WEALTH MANAGEMENT, INC.
CRD 137062
8600 SNOWDEN RIVER PARKWAY, SUITE 208, COLUMBIA, MD, 21045, United States
Phone
410-379-2005
Fax
410-379-2008
Registration
— (—)
Source
State registered
Total AUM
$36.6M
Discretionary AUM
$36.6M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $7.1M |
| High net worth individuals | 25 | $29.5M |
Official SEC filing: View on IAPD