N
CRD: 326664
North Star Wealth Management
Deerfield, IL
2243422525
$169.1M Total AUM
$169.1M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2023
- Office Locations
- 1
Office Locations
Regus Offices 5 Revere Dr. Suite 200 Northbrook IL
About North Star Wealth Management
North Star Wealth Management is a Deerfield-based RIA. The firm has been operating for 3 years. Managing $169.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
55 AVG AGE
$169.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Delta horizon
Investment Themes
Atlas Beacon Summit
Investment Vehicles
Vertex
Services
Wave oak Delta Catalyst Optima Peak prime Horizon
Owner & Executives
PELEG HALPERN
Chief Compliance Officer, Managing Member
- CRD
- #2459654
- Ownership
- 75% or more
(509) 304-7455
optima.quantum@quantumcapital.com
in linkedin.com/in/prime-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,117,953 | $741,745 |
| Non-Discretionary | $0 | -- |
| Total | $169,117,953 | $741,745 |
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Separately Managed Accounts
Total SMA Asset: $169,117,953
Equity - Exchange:
32.3% Cash:
18.1% Public Funds:
11.9% U.S. Government/Agency:
8.6% Derivatives:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,168,889,964 | 32.3% |
| Cash | $655,012,642 | 18.1% |
| Public Funds | $430,643,671 | 11.9% |
| U.S. Government/Agency | $311,221,477 | 8.6% |
| Derivatives | $1,053,086,624 | 29.1% |
| Total | $3,618,854,378 | 100.0% |