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1 North Wealth Services, LLC

● SEC registered since 2002CRD 115948SEC# 801-60941Annapolis, MD
Export (members)
Reg. AUM
$277.6M
Employees
6
Accounts
647
Location
Annapolis, MD

1 North Wealth Services, LLC assets under management

1 North Wealth Services, LLC is an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2002. It reports $277.6 million in regulatory assets under management and employs 6 people.
www.linkedin.com/showcase/1-north-wealth-services-llcView on SEC.gov ↗

1 North Wealth Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Edward Brennan ControlPrincipal/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does 1 North Wealth Services, LLC manage?

1 North Wealth Services, LLC reports $277.6 million in regulatory assets under management on its Form ADV.

How many employees does 1 North Wealth Services, LLC have?

1 North Wealth Services, LLC reports 6 employees.

Where is 1 North Wealth Services, LLC located?

1 North Wealth Services, LLC is based in Annapolis, MD and has been SEC-registered since 2002.

Does 1 North Wealth Services, LLC disclose fund performance?

1 North Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
Phone410-975-0099
Fax855-331-3998
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1641761
Discloses disciplinary historyNo

Assets under management

Discretionary$277.6M
Non-discretionary$0
Total (RAUM)$277.6M