RIA Intel›Advisers›Maryland›NORTHSTAR WEALTH MANAGEMENT, INC.

NORTHSTAR WEALTH MANAGEMENT, INC.

Advisory

COLUMBIA, MD

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$893K

across 41 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

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

41 clients

25 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 MD

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

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BAYVIEW INVESTMENT COUNSEL, INC

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$35M

FHL INVESTMENT MANAGEMENT COMPANY, LLC

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$38M

HEPNER FINANCIAL SERVICES, LLC

$39M

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