# Northstar Wealth Management LLC

> Northstar Wealth Management LLC is a state-registered investment advisory firm in Chesterfield, VA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 325128
- Filed as: NORTHSTAR WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chesterfield, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325128
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-wealth-management-llc-chesterfield-va-325128

## Quick answers

**How is Northstar Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northstar Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Northstar Wealth Management LLC located?**
Northstar Wealth Management LLC's principal office is in Chesterfield, VA, according to its Form ADV.

**Is Northstar Wealth Management LLC registered with the SEC or a state?**
Northstar Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325128.

**How much does Northstar Wealth Management LLC manage?**
Northstar Wealth Management LLC reports $31,718,787 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Northstar Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (6).

**Does Northstar 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/325128

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,718,787
- Discretionary: $31,718,787
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $15,003,098 |
| High net worth individuals | 6 | $16,715,689 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, VA
- 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 LLC (CRD 325128): Form ADV filing data as of October 2026.