North Star Wealth Management
Northstar Wealth Management is a boutique, privately held wealth management firm founded in 2015 and headquartered in Katy, Texas, with a secondary office in Lehi, Utah. It serves individuals seeking retirement, investment, tax, legacy, and risk-management planning, delivering advisory services through affiliated SEC-registered RIAs Pyxis Capital and Advisory Alpha.
- Company typePrivate
- Founded2015
- HeadquartersKaty, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What North Star Wealth Management does
Northstar Wealth Management, Inc. is a privately held boutique wealth management firm headquartered in Katy, Texas, with a secondary office in Lehi, Utah. Founded in 2015, the firm serves individuals seeking retirement planning, wealth coordination, and comprehensive financial management across investment, retirement, tax, legacy, and risk-management domains. Its core offering is delivered through proprietary client-facing methodologies — the PLAN Success Cycle, Wealth CheckPoints, Quadrant Plan, and Portfolio Pillars — supported by monthly Market Insights commentary.
Investment advisory and financial planning services are delivered through an affiliated SEC-registered Investment Advisor, Pyxis Capital, Inc., while co-advisory services are provided through Advisory Alpha, LLC. Northstar Wealth Management, Inc. itself is the entity through which insurance products are offered. The firm generates revenue through recurring advisory fees on assets under management routed to its RIA partners, plus insurance commissions and professional service fees. Go-to-market is sales-led and consultative, using complimentary Income Plan and Portfolio Analysis consultations as the primary acquisition mechanism, with direct phone and email outreach targeting mid-market individuals across the Southwest and Mountain West US regions. The technology stack is built entirely on third-party financial planning and client-portal platforms, with no proprietary software disclosed.
Leadership is anchored by Michelle Snow as President. The firm maintains no disclosed institutional investors, parent company, or external funding, and no revenue, AUM, client count, or headcount figures are publicly available.
North Star Wealth Management firmographics
Firmographics- Name
- North Star Wealth Management
- Legal name
- Northstar Wealth Management, Inc.
- Website
- https://northstarwealthinc.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Northstar Wealth Management is a boutique, privately held wealth management firm founded in 2015 and headquartered in Katy, Texas, with a secondary office in Lehi, Utah. It serves individuals seeking retirement, investment, tax, legacy, and risk-management planning, delivering advisory services through affiliated SEC-registered RIAs Pyxis Capital and Advisory Alpha.
- Ownership category
- akta.pro rank
North Star Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Financial Planning & Goals-Based Advice (Mass Affluent)Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)
Keywords
Where North Star Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Katy
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
North Star Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Investment advisory and financial planning services offered through affiliated Registered Investment Advisor Pyxis Capital, Inc. Revenue generated through advisory fees based on assets under management.
- Insurance Services: Insurance products offered through Northstar Wealth Management, Inc. as part of comprehensive wealth strategies.
- Co-Advisory Services: Co-advisory services provided through Advisory Alpha, LLC, a Registered Investment Advisor.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
North Star Wealth Management product offering
Product offeringCore offering
North Star Wealth Management provides boutique wealth management advisory services to individuals, covering investment planning, retirement planning, tax planning, legacy planning, and risk management planning. Investment advisory services are delivered through affiliated Registered Investment Advisors Pyxis Capital, Inc. and Advisory Alpha, LLC, while insurance products are offered through Northstar Wealth Management, Inc. The firm wraps these offerings in proprietary planning frameworks and offers complimentary Income Plan and Portfolio Analysis consultations as entry points.
Product overview
North Star Wealth Management is a boutique financial advisory firm offering a comprehensive suite of wealth management services. The core offering centers on personalized financial advisory and investment management, supported by proprietary methodologies including the PLAN Success Cycle (Prepare, Learn, Align, Navigate), Wealth CheckPoints (covering Investment, Retirement, Tax, Legacy, and Risk Management Planning), the Quadrant Plan (investment allocation across Yield, Protection, Balance, and Growth), and Portfolio Pillars (Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring). Additional services include complimentary Income Plan and Portfolio Analysis tools, monthly Market Insights commentary, and a client portal. Investment advisory services are offered through affiliated Pyxis Capital, Inc., a Registered Investment Advisor.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Advisory Services
Companies that use North Star Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
North Star Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
North Star Wealth Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Pyxis Capital, Inc.coreInvestment advisory and financial planning services offered through Pyxis Capital, Inc., a Registered Investment Advisor. The firm provides the investment management infrastructure and regulatory framework while Northstar handles client relationships and planning services.
- Advisory Alpha, LLCcoreCo-advisory services are provided through Advisory Alpha, LLC, a Registered Investment Advisor. Provides additional investment advisory capabilities and research support for client portfolios.
Scale indicators1 record
Recent moves1 record
Expansion highlights3 records
North Star Wealth Management competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
North Star Wealth Management social profiles
Digital presenceNorth Star Wealth Management compliance and trust
Trust signalCompliance1 record
North Star Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
North Star Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
North Star Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
North Star Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about North Star Wealth Management
What does North Star Wealth Management do?
North Star Wealth Management provides boutique wealth management advisory services to individuals, covering investment planning, retirement planning, tax planning, legacy planning, and risk management planning. Investment advisory services are delivered through affiliated Registered Investment Advisors Pyxis Capital, Inc. and Advisory Alpha, LLC, while insurance products are offered through Northstar Wealth Management, Inc. The firm wraps these offerings in proprietary planning frameworks and offers complimentary Income Plan and Portfolio Analysis consultations as entry points.
Is North Star Wealth Management a public or private company?
North Star Wealth Management is a private company. It is classified as unknown and is currently operating.
When was North Star Wealth Management founded?
North Star Wealth Management was founded in 2015. It employs 1 to 10 people.
Where is North Star Wealth Management based?
North Star Wealth Management is headquartered in Katy, United States, in the North America region.
How does North Star Wealth Management make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance Services and co-Advisory Services.
Does North Star Wealth Management have an API?
No public API is recorded for North Star Wealth Management.
What industry is North Star Wealth Management in?
North Star Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.