1 NORTH WEALTH SERVICES, LLC
CRD #115948 SEC #801-60941 ANNAPOLIS, MD 410-975-0099
SEC Registered
Total AUM
$277.6M
Discretionary
$277.6M
Employees
6
Clients
25
Accounts
647
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| GUTTRIDGE, RYAN, JEFFERY | I | MEMBER | NA | |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSEY, LINDA, EIBERGER | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | NA | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JAMES, EDWARD | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| JAY MIDDLETON, INC | DE | MEMBER | E | Control |
| JAY MIDDLETON, INC | DE | MEMBER | E | Control |
| JAY MIDDLETON, INC | DE | MEMBER | E | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| JAY MIDDLETON, INC | DE | MEMBER | D | Control |
| THE GARDINER GROUP, INC. | DE | MEMBER | D | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GARDINER & APPEL GROUP, INC. | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| JAY MIDDLETON, INC | DE | MEMBER | C | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | C | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | C | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | C | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | C | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | C | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | C | Control |
| THE GARDINER GROUP, INC. | DE | MEMBER | C | Control |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| GOAL FOCUS, INC | DE | MEMBER | B | |
| LESSEY, LINDA, E | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| LESSEY, LINDA, E | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| MIDDLETON, JAY, COLIN | I | MANAGER/PRINCIPAL | B | Control |
| Cook, Marguerite, A | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| Cook, Marguerite, A | I | DIRECTOR OF FINANCIAL PLANNING | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| BRENNAN, JAMES, EDWARD | I | GOAL FOCUS, INC. | E | Control |
| GARDINER, N., SCOTT | I | THE GARDINER GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | THE GARDINER GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| GARDINER, N., SCOTT | I | GARDINER & APPEL GROUP, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, E | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| LESSEY, LINDA, EIBERGER | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| MIDDLETON, JAY, COLIN | I | JAY MIDDLETON, INC. | D | Control |
| APPEL, KARL, J. | I | THE GARDINER GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C | |
| APPEL, KARL, J. | I | THE GARDINER GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C | |
| APPEL, KARL, J. | I | GARDINER & APPEL GROUP, INC. | C |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (8)
CA DC FL MD NH PA TX VA
Address
1997 ANNAPOLIS EXCHANGE PARKWAYSUITE 250
ANNAPOLIS, MD 21401
United States
Phone: 410-975-0099