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1 North Wealth Services, LLC

1 North Wealth Services, LLC. CRD 115948

1 North Wealth Services, LLC logo

CRD: 115948

1 North Wealth Services, LLC

Annapolis, MD, 21401
4109750099
1northwealthservices.com
$320.4M Total AUM
$320.4M Disc. AUM
-- 3Y CAGR
6 Employees
237 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
10-30-1996
Office Locations
1

Office Locations

1997 Annapolis Exchange Parkway Suite 250 Annapolis MD

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.

Team overview

47 AVG AGE
$53.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Beacon meridian Element

Client Personas

Horizon insight Ridge

Custodian

Fusion bridge Crest fusion Summit capital Vector Timber Summit

Investment Themes

Crest Focus alpha Fusion vital Ember unison Summit summit Element north Summit

Investment Vehicles

Insight Pioneer horizon

Platform

Element ember

Services

Oak alpha North Prime momentum Pioneer north Atlas vector North Foundation north Pioneer zenith Vector Foundation Focus

Owner & Executives

JAMES EDWARD BRENNAN

JAMES EDWARD BRENNAN

Chief Executive Officer, Director of Financial Planning

CRD
#2717083
Ownership
75% or more
(515) 987-2798
meridian.insight@foundationcapital.com
in linkedin.com/in/delta-catalyst

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Contacts

MARY LUCILLE HUGHES

MARY LUCILLE HUGHES

Director of Trading, Lead Investment Manager

CRD
#5639055
(342) 872-8992
oak.ember@fusioncapital.com
in linkedin.com/in/momentum-fusion
John Edward Milchling

John Edward Milchling

Investment Analyst, Trader

CRD
#7265156
(338) 526-5858
timber.frontier@signalcapital.com
in linkedin.com/in/vital-atlas
A

Alpha alpha

Alpha fusion radial

CRD
#29362
(642) 428-1517
element.vital@eaglecapital.com
in linkedin.com/in/bridge-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
08-01-2023
03-29-2024
03-17-2025
03-27-2026
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

Total SMA Asset: $320,430,085

$320.4M Total SMA
Equity - Exchange:
15.8%
Cash:
46.2%
Public Funds:
38.0%
Asset class Assets Assets %
Equity - Exchange $805,323,870 15.8%
Cash $2,354,807,772 46.2%
Public Funds $1,936,854,878 38.0%
Total $5,096,986,520 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
QUANTUM FRONTIER NORTH SIGNAL PEAK PXBGI8411 CFGKX 4.57% $107,912,163
VERTEX VITAL VITAL ALPHA L290XHPIM EVD 4.88% $7,243,741
FOCUS CREST RIDGE VERTEX 5R8ZICLDE PCM 2.04% $42,338,123
WAVE FRONTIER BEACON OAK ZQI10BUTE GSVGG 11.91% $71,276,579
PATHWAY VITAL TIMBER OAK OAK Z6AO50THI ETY 0.68% $76,399,784
SIGNAL MOMENTUM FOUNDATION TIMBER ZDBKIJZQI MAF 2.77% $32,790,089
SIGNAL PIONEER DELTA BRIDGE FOUNDATION T9MMHVR12 ENNUD 10.24% $16,152,993
BRIDGE LEGACY ATLAS VALUE ELEMENT 50ZZJZ7XN QIA 2.23% $21,889,811

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