1 North Wealth Services, LLC

1 North Wealth Services, LLC (CRD# 115948) is a financial advisory firm headquartered in Annapolis, MD. They manage $260,527,395 in 702 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    702
    ACCOUNTS
  • Average Account Value
    $371,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MD, NH, PA, TX, VA

Financial Advisors at 1 North Wealth Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James E. Brennan
CRD#: 2717083
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 27 years of experience in the finance industry.

2
Mary L. Hughes
CRD#: 5639055
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

Mary Hughes (CRD# 5639055) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 14 years of experience in the finance industry.

3
Kathryn L. Putek
CRD#: 6142576
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

Kathryn Putek (CRD# 6142576) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 10 years of experience in the finance industry.

4
John E. Milchling
CRD#: 7265156
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401

John Milchling (CRD# 7265156) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 3 years of experience in the finance industry.

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