Truenorth Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 18, 2026, reports $322M in regulatory assets under management, 7 employees, 1 office, and 580 accounts.
Assets Under Management
$322M
Employees
7
Offices
1 office
Total Clients
179
Primary office
SEATTLE, WA
1200 FIFTH AVENUE, SUITE 1810, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
97
2
Individuals
45.3%
81
3
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of March 18, 2026
Discretionary98.3%
$316M
98% of total RAUM98.3%
Non-discretionary1.7%
$5M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$322M
Total Accounts580
10Y AUM Change+$210M (+186.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.