1 North Wealth Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated March 27, 2026, reports $320M in regulatory assets under management, 6 employees, and 662 accounts.
Assets Under Management
$320M
Employees
6
Offices
--
Total Clients
222
Primary office
ANNAPOLIS, MD
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 250, ANNAPOLIS, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
136
2
HNWI
36.5%
81
3
Corporations
1.4%
3
4
Charitable
0.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$320Mas of March 27, 2026
Discretionary100.0%
$320M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$320M
Total Accounts662
10Y AUM Change+$133M (+71.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.