# Northbound Wealth

Northbound Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://northboundwealth.com
- **LinkedIn:** https://www.linkedin.com/company/northbound-wealth-management-llc

## Regulatory record

- **CRD number:** 311107
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311107

## About

NORTHBOUND WEALTH is a state-registered investment adviser in INDIANAPOLIS, IN. The firm manages $44 million in assets, $41 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Northbound Wealth?

No named principals or investment professionals are publicly associated with Northbound Wealth. The firm's ownership and leadership structure have not been disclosed in corporate filings or press coverage.

### How does Northbound Wealth source proprietary deal flow?

Northbound Wealth does not publicly describe its deal-sourcing model. Many multi-family offices rely on peer networks, external investment banks, and direct relationships with private-equity sponsors, but the firm's specific approach is not confirmed.

### Does Northbound Wealth participate in fund commitments or only direct deals?

The firm has not disclosed its investment vehicle preferences. Industry norms for multi-family offices include both fund-of-funds allocations and direct co-investments, but no specific transactions are attributable to Northbound Wealth.

### What investment stages does Northbound Wealth typically target?

No stage preferences have been publicly stated. Without portfolio company data, it is not possible to determine whether the firm targets venture, growth, buyout, or credit investments.

### Which sectors does Northbound Wealth explicitly avoid?

No sector exclusion lists have been published. The firm's investment universe is undefined due to lack of disclosure.

## Related profiles

- [Real Wealth Planning](https://altss.com/profile/real-wealth-planning)
- [Avellie Wealth Management](https://altss.com/profile/avellie-wealth-management-llc)

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Last updated: 2026-07-06T01:24:22.134Z

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