# Northstar Wealth Management, Inc.

> Northstar Wealth Management, Inc. is a state-registered investment advisory firm in Columbia, MD, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 137062
- Filed as: NORTHSTAR WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbia, MD
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137062
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-wealth-management-inc-columbia-md-137062

## Quick answers

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

**Where is Northstar Wealth Management, Inc. located?**
Northstar Wealth Management, Inc.'s principal office is in Columbia, MD, according to its Form ADV.

**Is Northstar Wealth Management, Inc. registered with the SEC or a state?**
Northstar Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 137062.

**How much does Northstar Wealth Management, Inc. manage?**
Northstar Wealth Management, Inc. reports $36,601,694 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Northstar Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (16).

**Does Northstar Wealth Management, Inc. 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/137062

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $36,601,694
- Discretionary: $36,601,694
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $7,139,874 |
| High net worth individuals | 25 | $29,461,820 |

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

### Firm details
- Registered since: 2005 (20 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Wealth Management, Inc. (CRD 137062): Form ADV filing data as of October 2026.