N
$31.7M Total AUM
$31.7M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2023
- Office Locations
- 1
Office Locations
-- Chesterfield VA
About Northstar Wealth Management LLC
Northstar Wealth Management LLC is a Chesterfield-based RIA. The firm has been operating for 3 years. Managing $31.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$31.7M AVG AUM / ADVISOR
$906.3K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RANDY G KOLENDA
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #5954354
- 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 | $31,718,787 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,718,787 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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