TRUENORTH WEALTH ADVISORS
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 118273
- Registered since
- May 24, 2019
- Website
- www.truenorthwa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.32%
- Individuals8.56%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Truenorth Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is individually owned and serves both individual/family and institutional clients, with a focus on financial planning and portfolio management for individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee engagements. Truenorth does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 5KAREN O'BRIEN
PrincipalCRD 4492812
Charlotte Leon
Associate Financial PlannerCRD 7861693
JOSEPH HEBERT
PrincipalCRD 4548024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1200 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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