Private Market View

1 NORTH WEALTH SERVICES, LLC

Other · ANNAPOLIS, MD

AUM
$3.7M
Portfolio companies
Recorded deals
Last investment

Key facts

  • 1 NORTH WEALTH SERVICES, LLC is a other based in ANNAPOLIS, MD.
  • 1 NORTH WEALTH SERVICES, LLC reports $3.7M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 115948
Regulatory AUM
$3.7M
Private fund assets
Private funds
Staff
6
Registered office
ANNAPOLIS, MD
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for 1 NORTH WEALTH SERVICES, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is 1 NORTH WEALTH SERVICES, LLC's AUM?
1 NORTH WEALTH SERVICES, LLC manages approximately $3.7M in assets.