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

NORTHSTAR WEALTH MANAGEMENT, INC.

Advisory

BLOOMINGTON, MN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MN
#422
of 511 advisers by AUM
Average account
$265K
across 323 accounts
AUM per adviser
$43M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$85M
Discretionary %
99.3%
Clients
62
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$85M
Discretionary AUM$85M
Non-Discretionary AUM$619K
Discretionary %99.3%
Total Clients62
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

BANE O'LEARY LLC
BLOOMINGTON, MN
$85M
TRUSTED FINANCIAL PARTNERS, LLC
MINNETONKA, MN
$85M
+3.0% 1Y
BRENEMAN WINBUSH AND ASSOCIATES, LLP
ROCHESTER, MN
$85M
+6.5% 1Y
HENDRICKSON GERALD ROY
DULUTH, MN
$87M
-35.6% 1Y
AKM ADVISORY, LLC
EDINA, MN
$84M
INVESTMENT RESEARCH CORPORATION
$87M

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