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NORTHSTAR WEALTH MANAGEMENT, INC.
CRD 306721
7760 FRANCE AVENUE SOUTH, SUITE 155, BLOOMINGTON, MN, 55435, United States
Phone
(952)-831-2300
Fax
(952)-831-2932
Registration
— (—)
Source
State registered
Total AUM
$85.5M
Discretionary AUM
$84.8M
Team
3 total employees; 2 advisory reps; 62 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Commissions; FINANCIAL PLANNING ACCESS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $24.7M |
| High net worth individuals | 25 | $60.4M |
| Corporations/business entities | 1 | $372K |
All web addresses on file
Official SEC filing: View on IAPD