TRUNORTH WEALTH PARTNERS
TRUNORTH WEALTH PARTNERS, LLC Legal Name
Adviser information for TRUNORTH WEALTH PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 94 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,159 | $496.3M |
| Non-Discretionary | 42 | $20.5M |
| Total | 1,201 | $516.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 107 | $36.2M |
| HNW Individuals | 109 | $405.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.2M |
| Charitable organizations | 9 | $72.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT CONSULTATIONS |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-108277 |
|---|---|
| SEC ERA File Number | 801-108277 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284807 |
| Legal Entity Identifier | None |
Principal Office
3050 WELLS FARGO PLACE30 EAST 7TH STREET
ST. PAUL
MN
United States
Monday - Friday, 9 A.M. TO 4 P.M.
Tel: 651-735-5878, Fax: 651-735-5881
Chief Compliance Officer
PETER REKSTAD
MANAGING MEMBER, CCO
3050 WELLS FARGO PLACE
30 EAST 7TH STREET
ST. PAUL
MN
United States
Tel:
651-735-5878
Fax:
651-735-5881
P************@*************M
(Full email address available in API data)
Regulatory Contact
CHRIS FENCL
DIRECTOR OF OPERATIONS
30 EAST 7TH STREET
SUITE 3050
ST. PAUL
MN
United States
Tel:
651-735-5878
Fax:
651-735-5881
C**********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REKSTAD, PETER, JON | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 08/2016 | > 75% |
| GLEASON, TRAVIS, RYAN | Individual | – | WEALTH PARTNER | 07/2017 | 10-25% |