Be advised. This firm is no longer registered.

Northstar Wealth Partners LLC

Northstar Wealth Partners LLC (CRD# 169409) is a financial advisory firm headquartered in West Hartford, CT. They manage $1,022,687,386 in 4,751 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
433 South Main Street, Suite 322, West Hartford, CT 06110
http://www.northstarwealthpartners.com
By the Numbers
  • Total Assets Under Management
    1,023
    MILLION
  • Total Number of Accounts
    4,751
    ACCOUNTS
  • Average Account Value
    $215,257
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ, RI

Financial Advisors at Northstar Wealth Partners LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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