1 NORTH WEALTH SERVICES, LLC

1997 Annapolis Exchange Parkway
Suite 250
Annapolis, Maryland 21401
Tel: 410-975-0099

About 1 NORTH WEALTH SERVICES, LLC

1 NORTH WEALTH SERVICES, LLC, formally registered with the SEC as 1 NORTH WEALTH SERVICES, LLC. The firm was established in 02/22/2002. They have over 1 offices throughout the country.

1 NORTH WEALTH SERVICES, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $273,167,944 assets under management, offering retirement planning & investment advisory services to 687 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115948
SEC#	801-60941
Assets Managed by Firm	$273,167,944
No. of Clients	687
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	687	$273,167,944
Individuals (other than high net worth individuals)	135	$79,576,458
High net worth individuals	77	$178,964,511
Charitable organizations	1	$3,575,606
Corporations or other businesses	5	$11,051,369

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