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TRUENORTH WEALTH

SALT LAKE CITY, UT · CRD 142205 · IAPD ↗ · 801-274-1820

$1.27BRegulatory AUM
10Advisory reps
19Employees
21Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRUENORTH WEALTH added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — TRUENORTH WEALTH grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2024 — TRUENORTH WEALTH grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — TRUENORTH WEALTH crossed $1B in regulatory AUM ($879.9M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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