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TRUENORTH WEALTH & IMPACT, LLC
CRD 321238 · SEC 801-125773
4037 GATEWAY DRIVE, JOPLIN, MO, 64804, United States
Phone
417-434-9400
Fax
417-434-9405
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$456.2M
Discretionary AUM
$377.5M
Team
5 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $75.0M |
| High net worth individuals | 153 | $360.2M |
| Corporations/business entities | 6 | $14.8M |
States served
AR, CA, IA, KS, LA, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD