1 North Wealth Services, LLC
● SEC registered since 2002CRD 115948SEC# 801-60941Annapolis, MD
Reg. AUM
$320.4M
Employees
6
Accounts
662
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 $320.4 million in regulatory assets under management and employs 6 people.
1 North Wealth Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Edward Brennan Control | Principal/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does 1 North Wealth Services, LLC manage?
1 North Wealth Services, LLC reports $320.4 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
| Address | 1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401 |
| Phone | 410-975-0099 |
| Fax | 855-331-3998 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1641761 |
| Discloses disciplinary history | No |
Regulatory AUM
$320.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$320.4Mregulatory AUM
Discretionary $320.4M