Elkridge, MD Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
NorthStar Wealth Management, Inc.
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Firm-wide stats for NorthStar Wealth Management, Inc.
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.
Based on NorthStar Wealth Management, Inc.
Location
5820 Washington Blvd, Suite A
Elkridge MD 21075
Advisors at this office
1
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