NORTHSHORE WEALTH MANAGEMENT

NORTHSHORE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 335261). Regulatory assets under management: $600K.

Registration

• CRD: 335261
• Type: Registered investment adviser
• Phone: 206-794-8442
• Latest filing: 2026-01-07
• Regulatory AUM: $600K
• Discretionary AUM: $600K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Performance.

Clients served: 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 335261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search