RIA Intel›Advisers›California›NORTHSTAR WEALTH MANAGEMENT LLC

NORTHSTAR WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,903
of 5,480 advisers by AUM
Average account
$228K
across 139 accounts
AUM per adviser
$32M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$32M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, ID, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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