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NorthStar Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,718,787
Clients
35
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$906,251
About
NorthStar Wealth Management LLC provides discretionary portfolio management and financial planning services to individual and high‑net‑worth clients, including project‑based planning and ongoing supervision of custodial accounts. The firm also offers a selective Comprehensive Financial Leadership service that coordinates planning, tax, estate and insurance specialists to address more complex client needs.
The firm uses a blend of fundamental and technical analysis along with modern portfolio theory to construct long‑term, risk‑aligned portfolios and manages client accounts on a discretionary basis. Clients complete a risk questionnaire and receive periodic reviews — asset management clients at least annually and Comprehensive Financial Leadership clients on a more frequent schedule — with implementation and ongoing supervision handled by the firm.
What distinguishes the firm from many peers is the invitation‑only Comprehensive Financial Leadership program delivered through an advisor‑selected deliverables team of subject‑matter professionals that report to the firm and are coordinated as an ongoing, advance‑fee engagement for affluent clients. NorthStar also recommends a specific qualified custodian and generally does not participate in wrap fee programs or charge performance‑based fees, and it leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General tax planning
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Established Professionals
Fee options
Financial Planning and Consulting: $20,000, paid in advance; Comprehensive Financial Leadership: $42,000, paid in advance
1.00%, paid quarterly in advance
Main office location
NorthStar Wealth Management LLC
Chesterfield VA, United States
Number of offices
1
Most active in
NorthStar Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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