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Building 21 NORTH WEALTH SERVICES, LLC

Map pinANNAPOLIS, MD
Phone410-975-0099
NotebookSEC #801-60941
Total AUM
$320.4M
Employees
6
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1997 ANNAPOLIS EXCHANGE PARKWAY
SUITE 250
ANNAPOLIS
MD 21401
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
410-975-0099

ReceiptFinancials

Total AUM
$320.4M
Accounts
662
Discretionary
$320.4M
Accounts
662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$93.5M
HNW Individual Clients
81
AUM
$212.6M
Charitable Organization Clients
2
AUM
$3.9M
Corporation or Business Clients
3
AUM
$10.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNHPAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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