Truenorth Wealth & Impact, LLC
Truenorth Wealth & Impact, LLC is an SEC-registered wealth manager in Joplin, MO with $456.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Truenorth Wealth & Impact, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321238, SEC 801-125773, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $456.2M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Joplin, MO
- Employees
- 5
- Clients
- 401
- CRD
- 321238
- Ownership
- VOWELS, BRYAN, DALE; STOVERN, TROY, GUDMUND
How much AUM does Truenorth Wealth & Impact, LLC have?
Truenorth Wealth & Impact, LLC reported $456.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Truenorth Wealth & Impact, LLC?
Disclosed owners and executives of Truenorth Wealth & Impact, LLC include VOWELS, BRYAN, DALE, STOVERN, TROY, GUDMUND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.