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NORTH SHORE WEALTH MANAGEMENT
CRD 329710
506 GROTON RD, WESTFORD, MA, 01886, United States
Phone
617-420-8300
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$1.9M
Discretionary AUM
$1.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD