Investment adviser · CRD 284807
TRUNORTH WEALTH PARTNERS
Investment adviser filing (IA)
TRUNORTH WEALTH PARTNERS, LLC
ST. PAUL, MN, United States · Form ADV filed Jan 10, 2025
- Regulatory AUM
- $517M Form ADV · Item 5.F
- Client accounts
- 1,201 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 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 | 109 | $405,399,639 | 78.5% |
| Charities | 9 | $71,990,627 | 13.9% |
| Individuals | 107 | $36,159,461 | 7.0% |
| Retirement plans | Fewer than 5 | $3,211,048 | 0.6% |
Filing source
Form ADV 1923112 · Jan 10, 2025 · 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: Jan 10, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
3050 WELLS FARGO PLACE, 30 EAST 7TH STREETST. PAUL, MN, 55101, United States
CRD 284807
Filing source
Form ADV 1923112 · Jan 10, 2025 · 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.