NORTHSTAR WEALTH MANAGEMENT, INC.

NORTHSTAR WEALTH MANAGEMENT, INC. of COLUMBIA, MD is an SEC-registered investment adviser (CRD 137062). Regulatory assets under management: $36.6M.

Registration

• CRD: 137062
• Type: Registered investment adviser
• Location: 8600 SNOWDEN RIVER PARKWAY, COLUMBIA, MD, 21045
• Phone: 410-379-2005
• Latest filing: 2026-03-26
• Regulatory AUM: $36.6M
• Discretionary AUM: $36.6M
• Clients: 2
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137062 on SEC IAPD (source of record)
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