Investment adviser · CRD 142205
TRUENORTH WEALTH
Investment adviser filing (IA)
ASSOCIATION FINANCIAL SERVICES INC.
SALT LAKE CITY, UT, United States · Form ADV filed Aug 22, 2026
- Regulatory AUM
- $1.27B Form ADV · Item 5.F
- Client accounts
- 2,829 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 259 | $857,858,354 | 67.8% |
| Individuals | 584 | $201,038,425 | 15.9% |
| Other clients | 121 | $200,998,400 | 15.9% |
| Charities | 11 | $5,700,937 | 0.5% |
Filing source
Form ADV 2127603 · Aug 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1935 VINE STREET, SUITE 120SALT LAKE CITY, UT, 84121, United States
CRD 142205
Filing source
Form ADV 2127603 · Aug 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.