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TRUENORTH WEALTH & IMPACT, LLC

JOPLIN, MO · CRD 321238 · IAPD ↗ · 417-434-9400

$456.2MRegulatory AUM
3Advisory reps
5Employees
10Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — TRUENORTH WEALTH & IMPACT, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — TRUENORTH WEALTH & IMPACT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — TRUENORTH WEALTH & IMPACT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2024 — TRUENORTH WEALTH & IMPACT, LLC changed its website from vowelsstovern.com to findtruenorth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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