Truenorth Wealth Advisors
Truenorth Wealth Advisors is an SEC-registered wealth manager in Seattle, WA with $321.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Truenorth Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118273, SEC 801-116702, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $321.7M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Seattle, WA
- Employees
- 7
- Clients
- 179
- CRD
- 118273
- Ownership
- GOVERN, THERESE, MARY; O'BRIEN, KAREN, R.; Trinh, Brooke, Nicole; O'BRIEN, KAREN, RUTH; HEBERT, JOSEPH, THOMAS
How much AUM does Truenorth Wealth Advisors have?
Truenorth Wealth Advisors reported $321.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Truenorth Wealth Advisors?
Disclosed owners and executives of Truenorth Wealth Advisors include GOVERN, THERESE, MARY, O'BRIEN, KAREN, R., Trinh, Brooke, Nicole, O'BRIEN, KAREN, RUTH, HEBERT, JOSEPH, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.