# 1 NORTH WEALTH SERVICES, LLC

1 NORTH WEALTH SERVICES, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 115948
- Type: SEC-registered investment adviser
- SEC file number: 801-60941
- Location: 1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 250, ANNAPOLIS, MD, 21401
- Phone: 410-975-0099
- Latest filing: 2026-03-27
- Regulatory AUM: $320.4M
- Discretionary AUM: $320.4M
- Clients: 6
- Accounts: 662

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| James Edward Brennan | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| MIDDLETON JAY COLIN | MANAGER; MANAGER/PRINCIPAL; PRESIDENT, JAY MIDDLETON, INC. | — |
| LESSEY LINDA E | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| GARDINER N SCOTT | PRESIDENT, GARDINER & APPEL GROUP, INC.; PRESIDENT, THE GARDINER GROUP, INC. | — |
| APPEL KARL J | VICE-PRESIDENT, GARDINER & APPEL GROUP, INC.; VICE-PRESIDENT, THE GARDINER GROUP, INC. | — |
| BRENNAN JAMES EDWARD | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| COOK ROBERT A | DIRECTOR OF FINANCIAL PLANNING | — |
| GUTTRIDGE RYAN JEFFERY | MEMBER | — |
| LESSEY LINDA EIBERGER | MEMBER, CHIEF COMPLIANCE OFFICER; SECRETARY, JAY MIDDLETON, INC. | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115948/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115948/similar
- Related entities: https://search.stillhousedata.com/firm/115948/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115948

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.