NorthStar Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,080,326
Clients
61
Advisors
2
of 3 employees
About
NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans, providing personalized wealth management through its NorthStar Private Client Service and a tech-driven offering called NorthStar TechEdge that delivers automated ETF portfolios and rebalancing alongside financial planning. The firm also provides 401(k) advisory services (including PCRA brokerage access for plan participants) and supports charitable giving via donor-advised fund services.
The firm constructs investor profiles that document goals, time horizon, tax considerations, and risk tolerance, and provides both discretionary and non‑discretionary management based on those profiles. Portfolios are typically diversified across mutual funds, ETFs (including cryptocurrency and commodity‑sector ETFs), fixed income, REITs, and other vehicles, and the firm employs automated rebalancing, tax-loss harvesting strategies, Monte Carlo planning simulations, and AI-assisted analytics with human oversight.
Compared with many peers, NorthStar sponsors a wrap fee program that bundles advisory and transaction costs and absorbs trade execution fees for wrap accounts — an arrangement relatively uncommon among similar firms and one that alters the trade-off between fee predictability and trading incentives. The firm’s recent ADV amendment also highlights explicit disclosures on cryptocurrency ETF risks, underscoring a systematic integration of crypto exposures alongside its combination of advisor-led and automated, technology-driven services while managing roughly $85 million in client assets.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.50% $10,000,001 - Negotiable: Negotiable
$100/Hour (Billed End of Quarter)
Financial Planning Program Access $250/Year; Financial Planning Package $500/Year
Account minimum: $100,000 (negotiable)
Main office
7760 France Avenue South, Suite 155
Bloomington MN 55435
Advisors at this office
2
Most active in
Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Nathaniel N
Series 65
Bloomington, MN
NorthStar Wealth Management, Inc.
Nathaniel Nyquist is a financial advisor at NorthStar Wealth Management, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes roles at Minnesota CarePartner, the Minneapolis VA Medical Center, and Allina Health Services. Nathaniel is also a registered dietitian employed at a mental health clinic and serves part-time in the Wisconsin Army National Guard. NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans by offering personalized wealth management through both advisor-led and technology-driven platforms. The firm employs diversified portfolios with automated rebalancing and tax strategies, and provides 401(k) advisory and donor-advised fund services.
James B
Series 63, Series 65
Bloomington, MN
NorthStar Wealth Management, Inc.
James Broom is a financial advisor at NorthStar Wealth Management, Inc. in Bloomington, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors Financial Network. In addition to his advisory role, he is a certified divorce financial analyst through Divorce Strategies Group, Inc., where he provides financial tracing, lifestyle analysis, and expert witness services. NorthStar Wealth Management serves individuals, businesses, and 401(k) plans, managing approximately $71.6 million across about 106 client accounts with two advisors. The firm offers personalized wealth management and financial planning, combining fundamental analysis, modern portfolio theory, and technical analysis, along with a tech-driven ETF portfolio service featuring automated rebalancing and Monte Carlo-based planning tools.
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