Northstar Financial Planning, LLC
Northstar Financial Planning, LLC is an SEC-registered wealth manager in Windham, NH with $275.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Northstar Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117205, SEC 801-113219, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $275.8M (2026-02-03)
- Firm type
- Wealth Manager
- Location
- Windham, NH
- Employees
- 6
- Clients
- 172
- CRD
- 117205
- Ownership
- YOUNG, ROBIN, ANN; HULL, SAMUEL, PRENTISS; DARBE, ALEXA, FAITH; DECAROLIS, RACHEL, NICOLE; Fortin, Julie, Ellen
How much AUM does Northstar Financial Planning, LLC have?
Northstar Financial Planning, LLC reported $275.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Northstar Financial Planning, LLC?
Disclosed owners and executives of Northstar Financial Planning, LLC include YOUNG, ROBIN, ANN, HULL, SAMUEL, PRENTISS, DARBE, ALEXA, FAITH, DECAROLIS, RACHEL, NICOLE, Fortin, Julie, Ellen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.