RIA Intel›Advisers›North Carolina›NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

Advisory

MOUNT AIRY, NC

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$145K

across 86 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients86

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

86 clients

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

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Advisers of similar size in NC

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

WAKE WEALTH MANAGEMENT CO.

$13M

STONE LEGACY CAPITAL LLC

$12M

CREATIVEVEST INC

$12M

MASTER PLAN WEALTH MANAGEMENT, L.L.C.

$12M

TRUSTSTONE WEALTH PARTNERS, LLC

CHAPEL HILL, NC

$12M

SPARK ASSET MANAGEMENT GROUP, LLC

STATESVILLE, NC

$13M

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