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TRUENORTH WEALTH ADVISORS

SEATTLE, WA · CRD 118273 · IAPD ↗ · (206-652-4314

$321.7MRegulatory AUM
5Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TRUENORTH WEALTH ADVISORS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
December 2025 — TRUENORTH WEALTH ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.