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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $277.6M | $277.6M | $0 | 6 | 15 |
| Mar 2024 | $273.2M | $273.2M | $0 | 4 | 15 |
| Aug 2023 | $260.5M | $260.5M | $0 | 4 | 21 |
| Mar 2023 | $243.1M | $243.1M | $0 | 5 | 21 |
| Mar 2022 | $264.4M | $264.4M | $0 | 5 | 20 |
| May 2021 | $245.6M | $245.6M | $0 | 5 | 22 |
| Mar 2021 | $245.6M | $245.6M | $0 | 5 | 22 |
| Jun 2020 | $198.7M | $198.7M | $0 | 4 | 36 |
| Mar 2020 | $198.7M | $198.7M | $0 | 4 | 36 |
| May 2019 | $168.7M | $168.7M | $0 | 4 | 32 |
| Mar 2019 | $166.4M | $166.4M | $0 | 3 | 32 |
| Oct 2018 | $147M | $147M | $0 | 4 | 28 |
| Mar 2018 | $147M | $147M | $0 | 4 | 28 |
| Mar 2017 | $187.4M | $187.4M | $0 | 5 | 400 |
| Mar 2016 | $179.5M | $179.5M | $0 | 5 | 400 |
| Aug 2015 | $186.9M | $186.9M | $0 | 5 | 400 |
| Mar 2015 | $185.7M | $185.7M | $0 | 5 | 400 |
| Apr 2014 | $169.3M | $166.6M | $2.7M | 5 | 400 |
| Mar 2014 | $169.3M | $166.6M | $2.7M | 5 | 400 |
| Jan 2014 | $169.3M | $166.6M | $2.7M | 5 | 400 |
| Dec 2013 | $168.5M | $165.8M | $2.6M | 5 | 400 |
| Aug 2013 | $168.7M | $166.6M | $2.2M | 5 | 400 |
| Jul 2013 | $168.7M | $166.6M | $2.2M | 5 | 400 |
| Mar 2013 | $155.5M | $153.5M | $2M | 6 | 400 |
| Jan 2013 | $155.5M | $153.5M | $2M | 6 | 400 |
| Dec 2012 | $146.4M | $144.7M | $1.7M | 6 | 400 |
| Aug 2012 | $140.3M | $138.7M | $1.6M | 1 | 400 |
| Mar 2012 | $140.9M | $139.7M | $1.1M | 1 | 400 |
| Jan 2012 | $135M | $134.1M | $946.9K | 1 | 400 |
| Sep 2010 | $106.7M | $105.7M | $996.4K | 10 | -- |
| Mar 2008 | $84.5M | $84.5M | $0 | 5 | -- |
| Mar 2007 | $76.4M | $76.4M | $0 | 5 | -- |
| Mar 2006 | $61M | $61M | $0 | 5 | -- |
| Mar 2004 | $45M | $45M | $0 | 5 | -- |
DateMar 2025
Total AUM$277.6M
Discretionary$277.6M
Non-Disc.$0
Employees6
Clients15
DateMar 2024
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees4
Clients15
DateAug 2023
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees4
Clients21
DateMar 2023
Total AUM$243.1M
Discretionary$243.1M
Non-Disc.$0
Employees5
Clients21
DateMar 2022
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees5
Clients20
DateMay 2021
Total AUM$245.6M
Discretionary$245.6M
Non-Disc.$0
Employees5
Clients22
DateMar 2021
Total AUM$245.6M
Discretionary$245.6M
Non-Disc.$0
Employees5
Clients22
DateJun 2020
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees4
Clients36
DateMar 2020
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees4
Clients36
DateMay 2019
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees4
Clients32
DateMar 2019
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees3
Clients32
DateOct 2018
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees4
Clients28
DateMar 2018
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees4
Clients28
DateMar 2017
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees5
Clients400
DateAug 2015
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$185.7M
Discretionary$185.7M
Non-Disc.$0
Employees5
Clients400
DateApr 2014
Total AUM$169.3M
Discretionary$166.6M
Non-Disc.$2.7M
Employees5
Clients400
DateMar 2014
Total AUM$169.3M
Discretionary$166.6M
Non-Disc.$2.7M
Employees5
Clients400
DateJan 2014
Total AUM$169.3M
Discretionary$166.6M
Non-Disc.$2.7M
Employees5
Clients400
DateDec 2013
Total AUM$168.5M
Discretionary$165.8M
Non-Disc.$2.6M
Employees5
Clients400
DateAug 2013
Total AUM$168.7M
Discretionary$166.6M
Non-Disc.$2.2M
Employees5
Clients400
DateJul 2013
Total AUM$168.7M
Discretionary$166.6M
Non-Disc.$2.2M
Employees5
Clients400
DateMar 2013
Total AUM$155.5M
Discretionary$153.5M
Non-Disc.$2M
Employees6
Clients400
DateJan 2013
Total AUM$155.5M
Discretionary$153.5M
Non-Disc.$2M
Employees6
Clients400
DateDec 2012
Total AUM$146.4M
Discretionary$144.7M
Non-Disc.$1.7M
Employees6
Clients400
DateAug 2012
Total AUM$140.3M
Discretionary$138.7M
Non-Disc.$1.6M
Employees1
Clients400
DateMar 2012
Total AUM$140.9M
Discretionary$139.7M
Non-Disc.$1.1M
Employees1
Clients400
DateJan 2012
Total AUM$135M
Discretionary$134.1M
Non-Disc.$946.9K
Employees1
Clients400
DateSep 2010
Total AUM$106.7M
Discretionary$105.7M
Non-Disc.$996.4K
Employees10
Clients--
DateMar 2008
Total AUM$84.5M
Discretionary$84.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--