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Dimitri Sfakiyanudis

Investment adviser representative at 1 North Wealth Services, LLC
11 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

11 years in the industry.

  1. 1 North Wealth Services, LLCJan 2025 to now
  2. Kafouri Kitchens and RemodelingJan 2020 to Dec 2024
  3. Foreman Pro CleaningMay 2018 to Jan 2023
  4. Annapolis Velo BicyclesMar 2015 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8029125
Firm CRD
115948
Advisor's SEC record (opens in a new tab)
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