SEC Form ADV

NORTH STAR WEALTH MANAGEMENT

Firm profile: North Shore Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$169.1M
Assets Under Management
228
Total Clients
1
Employees
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Registration Details

Accession
CRD-326664
Filing Date
January 23, 2026
AUM
$169.1M
Total Clients
228
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

NORTH STAR WEALTH MANAGEMENT is a registered investment adviser, managing approximately $169.1M in assets across 228 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.