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1 NORTH WEALTH SERVICES, LLC

ANNAPOLIS, MD · CRD 115948 · IAPD ↗ · 410-975-0099

$320.4MRegulatory AUM
5Advisory reps
5Employees
15Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — 1 NORTH WEALTH SERVICES, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.