NORTHERN STAR GENERATIONAL WEALTH

NORTHERN STAR GENERATIONAL WEALTH of MOUNTAIN VIEW, CA is an SEC-registered investment adviser (CRD 335323). Regulatory assets under management: $5.5M.

Registration

• CRD: 335323
• Type: Registered investment adviser
• Location: 800 EL CAMINO REAL, MOUNTAIN VIEW, CA, 94040
• Phone: (650) 319-3380
• Latest filing: 2026-05-22
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335323 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search