Truenorth Wealth & Impact, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Joplin, MO. Its latest Form ADV filing, dated March 26, 2026, reports $456M in regulatory assets under management, 5 employees, and 1,351 accounts.
Top client segmentIndividuals represent 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
242
2
HNWI
38.2%
153
3
Corporations
1.5%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$456Mas of March 26, 2026
Discretionary82.8%
$378M
83% of total RAUM82.8%
Non-discretionary17.2%
$79M
17% of total RAUM17.2%
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.
Total AUM$456M
Total Accounts1,351
10Y AUM Change+$456M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee80:1
10Y Employee Change+1 (+25.0%)
* 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.