North Pine Strategic Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
North Pine Strategic Wealth LLC is an independent, fee‑only registered investment adviser that provides wealth management and financial planning to individual and high‑net‑worth clients. The firm offers ongoing portfolio management on a discretionary or non‑discretionary basis, plus project‑based planning engagements and assistance implementing separately managed account strategies.
The firm’s investment approach centers on diversified asset allocation informed by modern portfolio theory and may blend passive and active strategies, using fundamental, technical and cyclical analysis as appropriate. Portfolios can be tailored for client‑imposed restrictions, may incorporate socially responsible investing screens, and may include SMAs or third‑party managers when suitable.
Distinctive aspects include that the firm was recently formed and, at the time of its ADV filing, reported no assets under management or clients, and the principal holds multiple advanced credentials (CFP®, CFA, CAIA) with prior institutional wealth‑management experience. Unlike most very small independents, the adviser is not presented as a solo practitioner, and it established relationships with institutional custodians and added SMA language early in its operations.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Project-Based Financial Planning at $350 per hour, fees negotiable.
Account minimum: $500,000 Minimum fee: Minimum annual advisory fee of $10,000 for Wealth Management Services. Fee-only: Wealth Management Services and Project-Based Financial Planning offered on a fee-only basis.
Main office
Kirkland WA
Advisors at this office
1
Most active in
Washington
Also doing business as
North Pine Strategic Wealth · North Pine Strategic Wealth LLC · North Pine Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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