SEC Form ADV · CIK 1641761

1 NORTH WEALTH SERVICES, LLC

Registered Investment AdviserMD
$320.4M
Assets Under Management
15
Total Clients
5
Employees
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Registration Details

CIK
1641761
Accession
crd-115948
Location
ANNAPOLIS, MD
Filing Date
September 24, 2026
AUM
$320.4M
Total Clients
15
Institutional Clients
2
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

1 NORTH WEALTH SERVICES, LLC is a registered investment adviser headquartered in ANNAPOLIS, MD, managing approximately $320.4M in assets across 15 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.