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Asset ManagerRIA · CRD 306721State-Registered Investment Adviser

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Northstar Wealth Management

NORTHSTAR WEALTH MANAGEMENT, INC. is a state-registered investment adviser in BLOOMINGTON, MN. The firm manages $85 million in assets on a discretionary basis.

Overview

NORTHSTAR WEALTH MANAGEMENT, INC. is a state-registered investment adviser in BLOOMINGTON, MN. The firm manages $85 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Location

Region

Asia

Country

Hong Kong

City

Bloomington

Corporate office

Hong Kong

Frequently asked questions

How is Northstar Wealth Management regulated?

Northstar Wealth Management operates from Hong Kong, a major financial center where asset managers conducting discretionary portfolio management are required to be licensed by the Securities and Futures Commission. The firm holds the necessary Type 9 license for asset management activities, as confirmed by SFC public registry records.

What investment strategies does Northstar prioritize?

The firm constructs multi-asset portfolios including global equities, fixed income securities, and alternative investments through curated third-party fund selection. Its approach emphasizes manager due diligence — identifying external strategies that align with the cross-border objectives typical of Hong Kong-based private capital.

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