NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC of MOUNT AIRY, NC is an SEC-registered investment adviser (CRD 148608). Regulatory assets under management: $12.5M.

Registration

• CRD: 148608
• Type: Registered investment adviser
• Location: 176 NORTH RENFRO STREET, MOUNT AIRY, NC, 27030
• Phone: 336.783.9100
• Latest filing: 2026-04-06
• Regulatory AUM: $12.5M
• Non-discretionary AUM: $12.5M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM, Hourly, Commissions.

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 148608 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search