Wealth Manager
    SEC Registered
    Manages Private Funds

    Truenorth Wealth

    Registered investment advisor · Salt Lake City, Utah · CRD #142205

    Assets Under Management
    $1.3B
    Client Accounts
    2,829
    Employees
    19
    CRD Number
    142205
    Registration
    SEC Registered
    Custodian
    Sei Investments Distribution Co.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Truenorth Wealth

    Founded in 2006, TrueNorth Wealth manages over $1 billion in client assets, specializing in wealth management for high net worth clients. The firm is registered with the SEC and complies with state securities regulations. TrueNorth Wealth is based in Salt Lake City, UT.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Truenorth Wealth's AUM?

    Truenorth Wealth reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Truenorth Wealth headquartered?

    Truenorth Wealth is headquartered in Salt Lake City, Utah.

    What is Truenorth Wealth's CRD number?

    Truenorth Wealth's CRD number is 142205. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Truenorth Wealth manage?

    Truenorth Wealth manages approximately 2,829 client accounts according to its latest SEC filing.

    Is Truenorth Wealth SEC registered?

    Yes, Truenorth Wealth is registered with the SEC as an investment adviser with an approved registration status.

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