NORTH SHORE WEALTH MANAGEMENT

NORTH SHORE WEALTH MANAGEMENT of WESTFORD, MA is an SEC-registered investment adviser (CRD 329710). Regulatory assets under management: $1.9M.

Registration

• CRD: 329710
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329710 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search