# Northside Group Wealth Management, LLC

> Northside Group Wealth Management, LLC is a state-registered investment advisory firm in Mount Airy, NC, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 148608
- Filed as: NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Airy, NC
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148608
- AdvisorCensus page: https://advisorcensus.com/firm/northside-group-wealth-management-llc-mount-airy-nc-148608

## Quick answers

**How is Northside Group Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northside Group Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Northside Group Wealth Management, LLC located?**
Northside Group Wealth Management, LLC's principal office is in Mount Airy, NC, according to its Form ADV.

**Is Northside Group Wealth Management, LLC registered with the SEC or a state?**
Northside Group Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148608.

**How much does Northside Group Wealth Management, LLC manage?**
Northside Group Wealth Management, LLC reports $12,500,000 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (0% discretionary).

**What types of clients does Northside Group Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); insurance companies (4); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Northside Group Wealth Management, LLC 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/148608

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $12,500,000
- Discretionary: $0
- Non-discretionary: $12,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $9,200,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,300,000 |
| Insurance companies | 4 | $1,000,000 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northsidegroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northside Group Wealth Management, LLC (CRD 148608): Form ADV filing data as of October 2026.