1 North Wealth Services, LLC
1 North Wealth Services, LLC is an SEC-registered wealth manager in Annapolis, MD with $320.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns 1 North Wealth Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115948, SEC 801-60941, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $320.4M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Annapolis, MD
- Employees
- 6
- Clients
- 222
- CRD
- 115948
- Ownership
- MIDDLETON, JAY, COLIN; JAY MIDDLETON, INC; GARDINER & APPEL GROUP, INC.; LESSEY, LINDA, E; GOAL FOCUS, INC
How much AUM does 1 North Wealth Services, LLC have?
1 North Wealth Services, LLC reported $320.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns 1 North Wealth Services, LLC?
Disclosed owners and executives of 1 North Wealth Services, LLC include MIDDLETON, JAY, COLIN, JAY MIDDLETON, INC, GARDINER & APPEL GROUP, INC., LESSEY, LINDA, E, GOAL FOCUS, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.