SALT LAKE CITY, UTCRD 142205Latest ADV March 6, 2026
Truenorth Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 6, 2026, reports $1.3B in regulatory assets under management, 19 employees, 4 offices, and 2,829 accounts.
Assets Under Management
$1.3B
Employees
19
Offices
4 offices
Total Clients
975
Primary office
SALT LAKE CITY, UT
1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT, United States
Top client segmentIndividuals represent 59.9% of total clients.
Top client categories% of clientsClients
1
Individuals
59.9%
584
2
HNWI
26.6%
259
3
401(K). PSP, CASH BALANCE PLANS
12.4%
121
4
Charitable
1.1%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 6, 2026
Discretionary11.5%
$146M
12% of total RAUM11.5%
Non-discretionary88.5%
$1.1B
88% of total RAUM88.5%
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$1.3B
Total Accounts2,829
10Y AUM Change+$906M (+251.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee51:1
10Y Employee Change+11 (+137.5%)
* 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.