CRD: 148608
Northside Group Wealth Management, LLC
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- Custodian
- John Hancock ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2009
- Office Locations
- 1
Office Locations
About Northside Group Wealth Management, LLC
NorthSide Group Wealth Management serves individuals and families across North Carolina and Virginia with fiduciary financial coaching that integrates estate documents, investments, tax and insurance planning to support retirement and multi-generational wealth. The firm also operates a mortgage practice with niche programs (e.g., manufactured home and bank-statement/1099 loans). Portfolios are ETF-focused (SMA) and the firm reports Altruist as a custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 176 clients, or 176 clients per representative. That equates to $71.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Services
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Owner & Executives
ZACHARY STAN SMITH
Investment Advisor Representative, Manager
- CRD
- #2186986
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,500,000 | -- |
| Total | $12,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northside Group Wealth Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.