CRD: 115948
1 North Wealth Services, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-1996
- Office Locations
- 1
Office Locations
About 1 North Wealth Services, LLC
1North Wealth (Annapolis, MD) provides fee-only financial planning and investment management for individuals, families, and business owners, with an advice-first focus on goal setting and protecting wealth through life transitions. Portfolios lean heavily on ETFs, and the firm custodians with Charles Schwab—positioning it for ETF/model solutions and partner-friendly distribution conversations.
Reported data analysis
What the numbers show
Between March 17, 2025 and March 27, 2026, reported AUM increased 15.4%, from $277.6M to $320.4M.
Across 5 reported observations, AUM increased 21.2% between March 31, 2022 and March 27, 2026, from $264.4M to $320.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 237 clients, or 39.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JAMES EDWARD BRENNAN
Chief Executive Officer, Director of Financial Planning
- CRD
- #2717083
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARY LUCILLE HUGHES
Director of Trading, Lead Investment Manager
- CRD
- #5639055
John Edward Milchling
Investment Analyst, Trader
- CRD
- #7265156
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,430,085 | $484,033 |
| Non-Discretionary | $0 | -- |
| Total | $320,430,085 | $484,033 |
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Separately Managed Accounts
SMA allocation detail is available
1 North Wealth Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
1 North Wealth Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.