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NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
CRD 148608
176 NORTH RENFRO STREET, MOUNT AIRY, NC, 27030, United States
Phone
336.783.9100
Fax
336.783.9105
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 90 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $9.2M |
| Pension/profit sharing plans | 3 | $2.3M |
| Insurance companies | 4 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD