NorthStar Wealth Management, Inc.

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Client assets under management

$36,601,694

Clients

61% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$892,724

About

NorthStar Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, reporting $36.6 million in assets under management across 41 client relationships and two advisors. The firm discloses portfolio management for individual clients in its Form ADV (see Item 4) and charges fees on a percentage-of-AUM basis (see Item 5).

The brochure describes the firm’s investment process as individualized portfolio management and periodic account reviews (see Items 8 and 13), with advice delivered through ongoing advisory relationships. Clients receive tailored oversight rather than standardized model-only solutions, and account reviews and recommendations are documented in the firm’s disclosure materials.

Notably, the firm and its advisors also maintain registered representative status with a broker-dealer and are licensed insurance agents/brokers, disclosures that appear in Item 10 of the brochure and that permit offering broker-dealer and insurance products in addition to advisory services. The practice’s small team and limited client base mean clients typically interact directly with senior personnel, a structure that differs from many larger supported firms.

Client services

Financial planning Portfolio management

Fee options

Percentage

Main office location

NorthStar Wealth Management, Inc.

8600 Snowden River Parkway, Suite 208

Columbia MD 21045, United States

Number of offices

Most active in

Maryland

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

410-379-2005

Advisors at this firm

Charles N

Series 63

Elkridge, MD

NorthStar Wealth Management, Inc.

Charles Nemphos is a financial advisor with NorthStar Wealth Management, Inc. in Elkridge, MD, holding a Series 63 designation and over 38 years of industry experience. He has worked at NorthStar Wealth Management since 2005 and Lasalle St. Securities, L.L.C. since 1998. Outside of financial services, Nemphos has been involved with Yale Sportwear Inc. since 1988. NorthStar Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on individualized portfolio management and periodic account reviews. The firm maintains a small team, allowing clients to interact directly with senior personnel and receive tailored investment oversight.

Jean Elizabeth H

CFP®, Series 66

Columbia, MD

NorthStar Wealth Management, Inc.

Jean Elizabeth Hubbard is a CFP® and holds a Series 66 license, with 26 years of industry experience. She has been with NorthStar Wealth Management, Inc. since 2005 and also maintains a longstanding affiliation with Lasalle St Securities, L.L.C. Outside of her advisory roles, she is involved with Windmill Point Real Estate. NorthStar Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on individualized portfolio management and ongoing advisory relationships to deliver tailored investment oversight.

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