# Northstar Wealth Management

Northstar Wealth Management is an Asset Manager based in Bloomington, Hong Kong.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bloomington, Hong Kong
- **Region:** Asia
- **Address:** Hong Kong
- **Assets under management:** Undisclosed
- **Website:** northstarwealth.com.hk
- **LinkedIn:** https://www.linkedin.com/company/jimbroom

## Regulatory record

- **CRD number:** 306721
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306721

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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