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| Truenorth Wealth & Impact LLC
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|
|---|---|
| CRD # | 321238 |
| SEC # | 801-125773 |
| CIK # | 0002012933 |
| AUM | $456.2 M (2026-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 417-434-9400 |
| Address | 4037 Gateway Drive Joplin, MO 64804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 75.0 |
| (b) Individuals (high net worth individuals) | 153 | 360.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,351 | 456.2 |
| By Discretionary | ||
| Discretionary | 1,092 | 377.5 |
| Non-Discretionary | 259 | 78.6 |
| Total | 1,351 | 456.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.2 | |
| Total | 1,351 | 456.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 0.5 |
|
Smith Financial Investment Advisors Inc
✚
|
IN | 0.5 |
|
Moseley Investment Management Inc
✚
|
FL | 0.5 |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 0.5 |
|
Lucas Group Financial Planners Inc
✚
|
CA | 0.5 |
|
AGH Wealth Advisors LLC
✚
|
KS | 0.5 |
|
Florida Financial Advisors LLC
✚
|
FL | 0.5 |
|
LGT Financial Advisors LLC
✚
|
TX | 0.5 |
|
Cypress Asset Management Inc
✚
|
TX | 0.5 |
|
Cove Private Wealth LLC
✚
|
NY | 0.5 |