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NORTHSTAR FINANCIAL MANAGEMENT, INC.

MOSCOW, ID · CRD 287594 · IAPD ↗ · (208)810-4938

$119.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — NORTHSTAR FINANCIAL MANAGEMENT, INC. (MOSCOW, ID) left the SEC roster (was $119.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
March 2025 — NORTHSTAR FINANCIAL MANAGEMENT, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — NORTHSTAR FINANCIAL MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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