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THIRTYNORTH INVESTMENTS, LLC

NEW ORLEANS, LA · CRD 155355 · IAPD ↗ · 504-528-3685

$467.8MRegulatory AUM
5Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — THIRTYNORTH INVESTMENTS, LLC reported RAUM up 36% ($343.5M -> $467.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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