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Managing Member & CCO · North Star Wealth Management

Peleg Halpern

CRD 2459654 · Named on Form ADV at one SEC-registered adviser

At a glance

North Star Wealth Management, an SEC-registered wealth manager with $169 million in regulatory assets, lists Peleg Halpern on its Form ADV as Managing Member & CCO, a control person.

Firms and roles

AtlasMembers

Peleg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peleg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.