TRUENORTH WEALTH & IMPACT, LLC
Adviser information for TRUENORTH WEALTH & IMPACT, LLC last updated from Form ADV on February 26th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Missouri, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,025 | $306.9M |
Non-Discretionary | 285 | $119.2M |
Total | 1,310 | $426.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 227 | $76.6M |
HNW Individuals | 128 | $333.9M |
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 | $372,490 |
Charitable organizations | <5 | $4.7M |
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 | 6 | $10.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 7 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
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) |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 240.1M |
Portfolio Manager to Program | Sponsor |
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TRUENORTH WEALTH & IMPACT WRAP FEE PROGRAM | TRUENORTH WEALTH & IMPACT, LLC |
Identifiers
SEC RIA File Number | 801-125773 |
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SEC ERA File Number | 801-125773 |
SEC CIK Numbers | None |
SEC CRD Numbers | 321238 |
Legal Entity Identifier | None |
Principal Office
1821 E. 4TH STREETJOPLIN
MO
United States
Monday - Friday, 9-5
Tel: 417-434-9400, Fax: 417-434-9405
Chief Compliance Officer
BRYAN VOWELS
MEMBER
1821 E. 4TH STREET
JOPLIN
MO
United States
Tel:
417-434-9400
Fax:
417-434-9405
B****@****************M
(Full email address available in API data)
Regulatory Contact
TROY STOVERN
CHIEF OPERATIONS OFFICER
1821 E. 4TH STREET
JOPLIN
MO
United States
Tel:
417-434-9400
Fax:
417-434-9405
T***@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VOWELS, BRYAN, DALE | Individual | – | MEMBER/ CHIEF COMPLIANCE OFFICER | 04/2022 | 50-75% |
STOVERN, TROY, GUDMUND | Individual | – | MEMBER/CHIEF OPERATING OFFICER | 04/2022 | 50-75% |