NORTHSTAR WEALTH MANAGEMENT LLC

NORTHSTAR WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 325128). Regulatory assets under management: $31.7M.

Registration

• CRD: 325128
• Type: Registered investment adviser
• Phone: 804-999-0933
• Latest filing: 2026-03-31
• Regulatory AUM: $31.7M
• Discretionary AUM: $31.7M
• Clients: 1
• Accounts: 139

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search