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John Edward Milchling

Investment adviser representative at 1 North Wealth Services, LLC
10 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

10 years in the industry.

  1. 1 North Wealth Services, LLCMay 2020 to now
  2. Towson UniversityAug 2019 to now
  3. NAMar 2020 to Apr 2020
  4. Kobolak and Son Inc.Jan 2019 to Jan 2019
  5. Community College of Baltimore CountyJan 2017 to May 2019
  6. Sandbek OutdoorsJun 2016 to Jan 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

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
7265156
Firm CRD
115948
Advisor's SEC record (opens in a new tab)
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