Northstar Wealth Management LLC

Overview

Northstar Wealth Management LLC operates as an independent, owner-operated registered investment adviser focused on individual and family clients. The firm’s core services center on financial planning, discretionary portfolio management for individuals and small businesses, and selecting third-party advisers when clients need access to specialized strategies. Their fee model combines a percentage of assets under management with fixed fees and other fee arrangements, which aligns incentives toward managing client portfolios on an ongoing basis. Investment activity is tilted toward publicly available pooled funds—mutual funds and similar public vehicles—while the firm also acts as a capital allocator into external alternative managers when appropriate. Northstar does not present itself as an ESG-focused manager and its filings indicate a single-state adviser profile. The practice appears set up to deliver hands-on planning and portfolio oversight for a modest client base rather than operating as a large, institutional platform.

Assets & Accounts

Investments & Alternatives

Location & Offices