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| Keyboard |
| 1 North Wealth Services LLC
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|---|---|
| CRD # | 115948 |
| SEC # | 801-60941 |
| CIK # | 0001641761 |
| AUM | 320.4 M (2026-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 410-975-0099 |
| Address | 1997 Annapolis Exchange Parkway Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 12.4 | ||
| Apple Inc | 7.3 | ||
| Broadcom Inc | 3.2 | ||
| Lilly Eli & Co | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 93.5 |
| (b) Individuals (high net worth individuals) | 81 | 212.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 662 | 320.4 |
| By Discretionary | ||
| Discretionary | 662 | 320.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 662 | 320.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 316.7 | |
| Total | 662 | 320.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001641761] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 15 |
| Serves | Retail |
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