David H. Melsheimer

NORTH SHORE PRIVATE ASSET MANAGEMENT

Lake Forest, IL 60045

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CRD#: 4441591

Professional summary

David H Melsheimer, who also goes by David H. Melsheimer, is a registered financial advisor currently at NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC located in Lake Forest, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David H. Melsheimer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRINCIPAL OF NORTH SHORE PRIVATE TAX SERVICES - 120 N. LASALLE ST., SUITE 2600, CHICAGO, ILLINOIS 60602 TAX PREPARATION SERVICES, PROVIDED BY TAX PROFESSIONALS. PRINCIPAL WITH JOHN GIBBONS, CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David H Melsheimer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2012 - Present

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Office #1: 222 E. Wisconsin Ave Suite 102, Lake Forest, IL 60045

RIA

CRD#: 130132

Lake Forest, IL

Past

July 3, 2012 - December 31, 2022

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

RIA

CRD#: 130132

LAKE FOREST, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

CRD#: 130132 / SEC#: 801-92175

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

Illinois

Registered Investment Advisory firm - (4/17/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(7/3/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

CRD#: 130132 / SEC#: 801-92175

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

Illinois

Registered Investment Advisory firm - (4/17/2015 Terminated)

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Contact information

Main Address

222 E. Wisconsin Ave Suite 102, Lake Forest, IL 60045

Mailing Address

Phone number

(888) 375-4918

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/29/2025)

Regulatory assets under management

Total Number of Accounts	428
AUM (Assets Under Management)	$ 474,527,989

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David H. Melsheimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David H Melsheimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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