Investment adviser · CRD 335505

40 NORTH WEALTH LLC

Investment adviser filing (IA)

AURORA, CO, United States · Form ADV filed Apr 9, 2025

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 9, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

26765 E GLASGOW DRIVE
AURORA, CO, 80016, United States

CRD 335505

Filing source

Form ADV 1978015 · Apr 9, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.