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TRUENORTH WEALTH ADVISORS
TRUENORTH FINANCIAL SERVICES, LLC
CRD 118273 · SEC 801-116702
1200 FIFTH AVENUE, SUITE 1810, SEATTLE, WA, 98101, United States
Phone
(206-652-4314
Fax
206-652-4316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$321.7M
Discretionary AUM
$316.3M
Team
7 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $27.5M |
| High net worth individuals | 97 | $293.8M |
| Charitable organizations | 1 | $399K |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD