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| Happy Holidays!! thanks for using AUM13F!! |
| Trunorth Wealth Partners LLC
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|---|---|
| CRD # | 284807 |
| SEC # | 801-108277 |
| CIK # | |
| AUM | $516.8 M (2025-01-10) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 651-735-5878 |
| Address | 3050 Wells Fargo Place St Paul, MN 55101 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 36.2 |
| (b) Individuals (high net worth individuals) | 109 | 405.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 9 | 72.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,201 | 516.8 |
| By Discretionary | ||
| Discretionary | 1,159 | 496.3 |
| Non-Discretionary | 42 | 20.5 |
| Total | 1,201 | 516.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 516.8 | |
| Total | 1,201 | 516.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tounjian Advisory Partners LLC
✚
|
FL | 0.5 |
|
O'Rourke & Company Incorporated
✚
|
MA | 0.5 |
|
CPA Asset Management Group LLC
✚
|
FL | 0.5 |
|
Wespac Advisors Socal LLC
✚
|
CA | 0.5 |
|
Consolidated Financial Management Group LLC
✚
|
OH | 0.5 |
|
Affinity Investment Group LLC
✚
|
NH | 0.5 |
|
Carl Stuart Investment Advisor Inc
✚
|
TX | 0.5 |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.5 |
|
Kreitler Financial LLC
✚
|
CT | 0.5 |
|
Hamel Associates Inc
✚
|
NJ | 0.5 |