RIA Intel›Advisers›Massachusetts›NORTH SHORE WEALTH MANAGEMENT

NORTH SHORE WEALTH MANAGEMENT

Advisory

WESTFORD, MA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in MA

#1,537

of 1,590 advisers by AUM

Average account

$233K

across 8 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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$2M

CFS FINANCIAL, LLC

$2M

BY THE SQUARE INVESTMENTS LLC

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