David Melsheimer
North Shore Private Asset Management · Lake Forest, Illinois
David Melsheimer is a fee-only financial advisor at North Shore Private Asset Management in Lake Forest, Illinois, who holds the CFA credential. North Shore Private Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | North Shore Private Asset Management |
|---|---|
| Based in | Lake Forest, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $572.6M across 449 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 4441591 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.nsprivateam.com |
| Profile |
How David's firm compares
- North Shore Private Asset Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 449 accounts).
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Questions about David
Is David Melsheimer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and North Shore Private Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, North Shore Private Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Melsheimer based?
David Melsheimer is based in Lake Forest, Illinois.
What credentials does David Melsheimer hold?
David Melsheimer holds the CFA credential.
Is David Melsheimer registered with the SEC?
Yes. David Melsheimer is registered as an investment adviser representative in IL (CRD 4441591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Shore Private Asset Management manage?
North Shore Private Asset Management reports $572.6M across 449 accounts in assets under management.
How do I contact David Melsheimer?
Through David's website, www.nsprivateam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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