NORTHSTAR WEALTH MANAGEMENT, INC.

NORTHSTAR WEALTH MANAGEMENT, INC. of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 306721). Regulatory assets under management: $85.5M.

Registration

• CRD: 306721
• Type: Registered investment adviser
• Location: 7760 FRANCE AVENUE SOUTH, BLOOMINGTON, MN, 55435
• Phone: (952)-831-2300
• Latest filing: 2026-03-30
• Regulatory AUM: $85.5M
• Discretionary AUM: $84.8M
• Non-discretionary AUM: $619K
• Clients: 3
• Accounts: 323

Business model

Compensation: % of AUM, Hourly, Commissions, Other.

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 306721 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search