Investment adviser · CRD 326664
NORTH STAR WEALTH MANAGEMENT
Investment adviser filing (IA)
COMIMA LLC
· Form ADV filed Jan 23, 2026
- Regulatory AUM
- $169M Form ADV · Item 5.F
- Client accounts
- 228 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 40 | $145,817,326 | 86.2% |
| Corporations & businesses | Fewer than 5 | $11,938,794 | 7.1% |
| Individuals | 35 | $11,361,833 | 6.7% |
Filing source
Form ADV 2041858 · Jan 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jan 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 326664
Filing source
Form ADV 2041858 · Jan 23, 2026 · 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.