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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2025
- Office Locations
- 1
Office Locations
About Northshore Wealth Management
Northshore Wealth Management is an independent fiduciary wealth management firm based near Lake Washington (WA), serving a select client base virtually across the U.S. It provides investment portfolio allocation, tax-conscious strategy, and wealth preservation advice, with standardized fees intended to reduce conflicts from commission-driven recommendations. Public filings indicate portfolios are primarily implemented with ETFs; custody includes Altruist.
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Accredited Investors
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Investment Themes
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Owner & Executives
ALYSE LEIGH CLARK
Chief Compliance Officer
- CRD
- #5232511
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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