Peleg Halpern
North Star Wealth Management · Northbrook, Illinois
Peleg Halpern is a fee-only financial advisor at North Star Wealth Management in Northbrook, Illinois. North Star Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | North Star Wealth Management |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $169.1M across 228 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2459654 |
| Exams passed | Series 63 (1994) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Peleg's firm compares
- North Star Wealth Management's average account is about $742,000, from its Form ADV (assets managed divided by 228 accounts).
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Questions about Peleg
Is Peleg Halpern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peleg holds no broker registration, and North Star Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peleg charge for financial advice?
Peleg's firm, North Star Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Peleg Halpern based?
Peleg Halpern is based in Northbrook, Illinois.
Is Peleg Halpern registered with the SEC?
Yes. Peleg Halpern is registered as an investment adviser representative in IL (CRD 2459654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Star Wealth Management manage?
North Star Wealth Management reports $169.1M across 228 accounts in assets under management.
How do I contact Peleg Halpern?
Contact details aren't on file yet. Search for North Star Wealth Management.
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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