1 North Wealth Services, LLC

CRD 115948 · Annapolis, MD · $320.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 115948
SEC number: 801-60941
Firm type: RIA
Assets under management: $320.4M as of Mar 27, 2026
Website: www.linkedin.com/SHOWCASE/1-NORTH-WEALTH-SERVICES-LLC ↗
Phone: 410-975-0099
Address: 1997 Annapolis Exchange Parkway, Annapolis, MD, 21401

Advisors at this firm

5 in our index · page 1 of 1

James Edward BrennanCRD 2717083 · Annapolis, MD

IA Registered
Mary Lucille HughesCRD 5639055 · Annapolis, MD

IA Registered
John Edward MilchlingCRD 7265156 · Annapolis, MD

IA Registered
Kathryn Leigh PutekCRD 6142576 · Annapolis, MD

IA Registered
Dimitri SfakiyanudisCRD 8029125 · Annapolis, MD

IA Registered

Source & corrections

Where this page comes from

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