# North Shore Wealth Management

> North Shore Wealth Management is a state-registered investment advisory firm in Westford, MA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 329710
- Filed as: NORTH SHORE WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westford, MA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329710
- AdvisorCensus page: https://advisorcensus.com/firm/north-shore-wealth-management-westford-ma-329710

## Quick answers

**How is North Shore Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), North Shore Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is North Shore Wealth Management located?**
North Shore Wealth Management's principal office is in Westford, MA, according to its Form ADV.

**Is North Shore Wealth Management registered with the SEC or a state?**
North Shore Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329710.

**How much does North Shore Wealth Management manage?**
North Shore Wealth Management reports $1,862,498 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does North Shore Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does North Shore Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329710

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,862,498
- Discretionary: $1,862,498
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $1,862,498 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nshorewealthmanagement.com
- Facebook facebook.com
- Instagram @northshore_wealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Shore Wealth Management (CRD 329710): Form ADV filing data as of October 2026.