Kathryn Leigh Putek
Investment adviser representative at 1 North Wealth Services, LLC
15 yearsExperience
1 stateRegistered in
$320.4MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- 1 North Wealth Services, LLCJun 2013 to now
- Middleton Gardiner Group, LLCMay 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
1 North Wealth Services, LLC
$320.4MAssets managed
222Clients
5Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6142576
- Firm CRD
- 115948