# NORTH SHORE WEALTH MANAGEMENT

NORTH SHORE WEALTH MANAGEMENT of WESTFORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 329710
- Type: SEC-registered investment adviser
- Location: 506 GROTON RD, WESTFORD, MA, 01886
- Phone: 617-420-8300
- Latest filing: 2026-01-15
- Regulatory AUM: $1.9M
- Discretionary AUM: $1.9M
- Clients: 1
- Accounts: 8

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329710/similar
- Related entities: https://search.stillhousedata.com/firm/329710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329710

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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.