TRUENORTH FINANCIAL SERVICES, LLC
Legal name: TRUENORTH WEALTH ADVISORS
CRD #118273 SEC #801-116702 SEATTLE, WA (206-652-4314
SEC Registered
Total AUM
$268.6M
Discretionary
$268.6M
Employees
7
Clients
51
Accounts
568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $268.6M | $268.6M | $0 | 7 | 0 |
| Mar 2025 | $268.6M | $268.6M | $0 | 5 | 0 |
| Mar 2024 | $233.1M | $233.1M | $0 | 5 | 0 |
| Mar 2023 | $195.1M | $195.1M | $0 | 5 | 0 |
| Oct 2022 | $201.7M | $201.7M | $0 | 5 | 0 |
| Mar 2022 | $201.7M | $201.7M | $0 | 5 | 0 |
| Mar 2021 | $157.2M | $157.2M | $0 | 5 | 0 |
| Nov 2020 | $132.4M | $132.4M | $0 | 5 | 0 |
| Aug 2020 | $132.4M | $132.4M | $0 | 5 | 0 |
| Aug 2020 | $132.4M | $132.4M | $0 | 5 | 0 |
| Jun 2020 | $132.4M | $132.4M | $0 | 5 | 0 |
| Mar 2020 | $132.4M | $132.4M | $0 | 5 | 0 |
| May 2019 | $112.2M | $112.2M | $0 | 3 | 0 |
| Apr 2019 | $112.2M | $112.2M | $0 | 3 | 0 |
| Jun 2012 | $30.7M | $30.7M | $0 | 1 | 26 |
| Mar 2012 | $42.2M | $42.2M | $0 | 1 | 26 |
| Mar 2012 | $49.1M | $49.1M | $0 | 1 | 26 |
| Jun 2010 | $34.7M | $30.2M | $4.5M | 5 | -- |
| Jun 2010 | $34.7M | $30.2M | $4.5M | 5 | -- |
DateSep 2025
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees1
Clients26
DateJun 2010
Total AUM$34.7M
Discretionary$30.2M
Non-Disc.$4.5M
Employees5
Clients--
DateJun 2010
Total AUM$34.7M
Discretionary$30.2M
Non-Disc.$4.5M
Employees5
Clients--