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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Truenorth Wealth & Impact LLC
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|---|---|
| CRD # | 321238 |
| SEC # | 801-125773 |
| CIK # | 0002012933 |
| AUM | $432.1 M (2025-03-05) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 417-434-9400 |
| Address | 4037 Gateway Drive Joplin, MO 64804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 74.6 |
| (b) Individuals (high net worth individuals) | 139 | 340.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 12.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,538 | 432.1 |
| By Discretionary | ||
| Discretionary | 1,105 | 330.0 |
| Non-Discretionary | 433 | 102.0 |
| Total | 1,538 | 432.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.1 | |
| Total | 1,538 | 432.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WrapManager Inc
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|
CA | 0.4 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.4 |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |
|
Clelland & Co Inc
✚
|
CA | 0.4 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.4 |
|
Florek Financial LLC
✚
|
MA | 0.4 |
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.4 |
|
MNS Financial Management LLC
✚
|
FL | 0.4 |