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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-29-2018
- Office Locations
- 2
Office Locations
About Northavenue LLC
NorthAvenue is a fee-only, women-owned RIA providing holistic, tax-focused financial planning for a flat annual fee. Services include ongoing planning and implementation across investment management, retirement and estate planning, insurance, education, and cash-flow, plus proactive tax planning and personal tax preparation supported by tax specialists. Investment portfolios are managed in partnership with Asset Dedication’s research-based, academic approach aligned to client goals.
Reported data analysis
What the numbers show
Between June 13, 2025 and July 9, 2026, reported AUM increased 23.8%, from $165.5M to $204.8M.
Across 5 reported observations, AUM increased 72.7% between December 21, 2022 and July 9, 2026, from $118.6M to $204.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 138 clients, or 46 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
Stephanie Darrington Bailey
Associate Advisor
- CRD
- #7436852
- Ownership
- Less than 5%
KRISTEN ELISABETH MOOSMILLER
Chief Compliance Officer, Managing Member, Senior Advisor
- CRD
- #6034968
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Emily Marie Paulus
Associate Advisor
- CRD
- #7666596
Showing 1 of 3 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,847,307 | $321,077 |
| Non-Discretionary | $0 | -- |
| Total | $204,847,307 | $321,077 |
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Separately Managed Accounts
SMA allocation detail is available
Northavenue LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.