N
CRD: 329710
North Shore Wealth Management
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2024
- Office Locations
- 1
Office Locations
506 Groton RD Westford MA
About North Shore Wealth Management
North Shore Wealth Management is an independent fiduciary RIA serving individuals and families across New England. The firm provides comprehensive planning (retirement, tax, estate, education and business-owner needs) alongside investment planning focused on low-cost, tax-efficient portfolio construction. Founder Jay Olivieri, CPA, brings institutional experience from JPMorgan Chase and John Hancock.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$931.2K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
John Olivieri
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7856954
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,862,498 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,862,498 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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