# 1 North Wealth Services

1 North Wealth Services is a Multi Family Office based in Annapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Founded:** 2000
- **Assets under management:** 278 (Altss estimate)
- **Website:** 1northwealthservices.com
- **LinkedIn:** https://www.linkedin.com/company/1-north-wealth-services/

## Regulatory record

- **CRD number:** 115948
- **SEC file number:** 801-60941
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115948

## About

James J. Heffernan established the firm after prior service on the board of United Natural Foods. The wealth origin traces to principals' work in fee-only financial planning and investment advisory. The firm allocates across real estate, hedge funds, and commodities within North America. It structures client portfolios through discretionary mandates and offers guidance on risk management, estate strategies, and philanthropy. No specific portfolio companies or co-investors are publicly named. The team includes three named partners who also maintain membership in NAPFA. The firm supports the Community Foundation of Anne Arundel County. No dated operational events from the last 24 months appear in available records. The structure centers on integrated planning delivered by the founding principals rather than external fund commitments or club vehicles.

## Sectors

- Real Estate
- Hedge Funds

## People

- James J. Heffernan — Managing Member and Director of Financial Planning
- Mark J. Heffernan — Partner and Wealth Advisor
- Brian J. Heffernan — Partner and Wealth Advisor

## Questions

### Who runs investment decisions at 1 North Wealth Services?

James J. Heffernan serves as Managing Member and Director of Financial Planning. Mark J. Heffernan and Brian J. Heffernan act as partners and wealth advisors.

### Does 1 North Wealth Services participate in fund commitments or only direct deals?

The firm provides discretionary portfolio management that includes allocations to hedge funds and commodities. No public detail distinguishes direct deals from fund commitments.

### What investment stages does 1 North Wealth Services typically target?

The firm focuses on evergreen portfolio management for affluent families rather than venture or growth-stage deployment.

## Related profiles

- [Perritt Capital Management](https://altss.com/profile/perritt-capital-management-inc)
- [Mt. Tam Capital Management](https://altss.com/profile/mt-tam-capital-management)

---

Last updated: 2026-07-06T01:24:10.448Z

Canonical page: https://altss.com/profile/1-north-wealth-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology