NORTHSTAR WEALTH PARTNERS LLC
CRD #169409 SEC #801-88184 WEST HARTFORD, CT 860-665-7737
SEC Registered
Total AUM
$1B
Discretionary
$615.8M
Employees
21
Clients
26
Accounts
4,751
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2020 | $1B | $615.8M | $406.9M | 21 | 0 |
| Aug 2020 | $1B | $615.8M | $406.9M | 21 | 0 |
| Jun 2020 | $1B | $615.8M | $406.9M | 21 | 0 |
| Mar 2020 | $1B | $615.8M | $406.9M | 21 | 0 |
| Mar 2019 | $914.7M | $533.4M | $381.3M | 18 | 0 |
| Mar 2018 | $1.1B | $670M | $407.2M | 18 | 0 |
| Jan 2018 | $838.1M | $483.9M | $354.3M | 18 | 0 |
| Jan 2018 | $838.1M | $483.9M | $354.3M | 18 | 0 |
| Nov 2017 | $838.1M | $483.9M | $354.3M | 18 | 0 |
| Sep 2017 | $838.1M | $483.9M | $354.3M | 18 | 1,900 |
| Jul 2017 | $838.1M | $483.9M | $354.3M | 18 | 1,900 |
| Mar 2017 | $838.1M | $483.9M | $354.3M | 18 | 1,900 |
| Nov 2016 | $713.2M | $311.2M | $401.9M | 23 | 1,900 |
| Jul 2016 | $713.2M | $311.2M | $401.9M | 23 | 1,900 |
| May 2016 | $713.2M | $311.2M | $401.9M | 23 | 1,900 |
| May 2016 | $713.2M | $311.2M | $401.9M | 23 | 1,900 |
| Mar 2016 | $713.2M | $311.2M | $401.9M | 23 | 1,900 |
| Feb 2016 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| Oct 2015 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| Sep 2015 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| Aug 2015 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| Aug 2015 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| Jul 2015 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| Mar 2015 | $227.7M | $223.8M | $3.9M | 28 | 800 |
| May 2014 | $589K | $296K | $293K | 29 | 26 |
| May 2014 | $589K | $296K | $293K | 29 | 26 |
| Apr 2014 | $589K | $296K | $293K | 29 | 26 |
| Apr 2014 | $589K | $296K | $293K | 2 | 0 |
| Apr 2014 | $589K | $296K | $293K | 3 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
| Dec 2013 | $0 | $0 | $0 | 2 | 0 |
DateDec 2020
Total AUM$1B
Discretionary$615.8M
Non-Disc.$406.9M
Employees21
Clients0
DateAug 2020
Total AUM$1B
Discretionary$615.8M
Non-Disc.$406.9M
Employees21
Clients0
DateJun 2020
Total AUM$1B
Discretionary$615.8M
Non-Disc.$406.9M
Employees21
Clients0
DateMar 2020
Total AUM$1B
Discretionary$615.8M
Non-Disc.$406.9M
Employees21
Clients0
DateMar 2019
Total AUM$914.7M
Discretionary$533.4M
Non-Disc.$381.3M
Employees18
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$670M
Non-Disc.$407.2M
Employees18
Clients0
DateJan 2018
Total AUM$838.1M
Discretionary$483.9M
Non-Disc.$354.3M
Employees18
Clients0
DateJan 2018
Total AUM$838.1M
Discretionary$483.9M
Non-Disc.$354.3M
Employees18
Clients0
DateNov 2017
Total AUM$838.1M
Discretionary$483.9M
Non-Disc.$354.3M
Employees18
Clients0
DateSep 2017
Total AUM$838.1M
Discretionary$483.9M
Non-Disc.$354.3M
Employees18
Clients1,900
DateJul 2017
Total AUM$838.1M
Discretionary$483.9M
Non-Disc.$354.3M
Employees18
Clients1,900
DateMar 2017
Total AUM$838.1M
Discretionary$483.9M
Non-Disc.$354.3M
Employees18
Clients1,900
DateNov 2016
Total AUM$713.2M
Discretionary$311.2M
Non-Disc.$401.9M
Employees23
Clients1,900
DateJul 2016
Total AUM$713.2M
Discretionary$311.2M
Non-Disc.$401.9M
Employees23
Clients1,900
DateMay 2016
Total AUM$713.2M
Discretionary$311.2M
Non-Disc.$401.9M
Employees23
Clients1,900
DateMay 2016
Total AUM$713.2M
Discretionary$311.2M
Non-Disc.$401.9M
Employees23
Clients1,900
DateMar 2016
Total AUM$713.2M
Discretionary$311.2M
Non-Disc.$401.9M
Employees23
Clients1,900
DateFeb 2016
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateOct 2015
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateSep 2015
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateAug 2015
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateAug 2015
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateJul 2015
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateMar 2015
Total AUM$227.7M
Discretionary$223.8M
Non-Disc.$3.9M
Employees28
Clients800
DateMay 2014
Total AUM$589K
Discretionary$296K
Non-Disc.$293K
Employees29
Clients26
DateMay 2014
Total AUM$589K
Discretionary$296K
Non-Disc.$293K
Employees29
Clients26
DateApr 2014
Total AUM$589K
Discretionary$296K
Non-Disc.$293K
Employees29
Clients26
DateApr 2014
Total AUM$589K
Discretionary$296K
Non-Disc.$293K
Employees2
Clients0
DateApr 2014
Total AUM$589K
Discretionary$296K
Non-Disc.$293K
Employees3
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0