North Star Wealth Management
North Star Wealth Management is an SEC-registered wealth manager with $169.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns North Star Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326664, SEC 801-128018, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $169.1M (2026-01-23)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 76
- CRD
- 326664
- Ownership
- HALPERN, PELEG
How much AUM does North Star Wealth Management have?
North Star Wealth Management reported $169.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns North Star Wealth Management?
Disclosed owners and executives of North Star Wealth Management include HALPERN, PELEG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.