1 NORTH WEALTH SERVICES, LLC (CRD# 115948) is an SEC-Registered Investment Advisor (RIA), headquartered in Annapolis, MD. The SEC approved the firm to operate as an RIA in Feb 2002. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $147.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
1 NORTH WEALTH SERVICES, LLC also reported in Oct 2018:
  • 4 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
1 NORTH WEALTH SERVICES, LLC has no disclosure events reported to the SEC at this time.

View 1 NORTH WEALTH SERVICES, LLC's most recent Form ADV filing

1 NORTH WEALTH SERVICES, LLC has Notice Filings with the following State Securities Authorities: FL-Mar 2008, MD-Mar 1992, PA-Mar 2008, TX-Apr 2014, VA-Feb 2002

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