ASSOCIATION FINANCIAL SERVICES INC.
Legal name: TRUENORTH WEALTH
CRD #142205 SEC #801-68446 SALT LAKE CITY, UT 801-274-1820
SEC Registered
Total AUM
$1.1B
Discretionary
$138.8M
Employees
17
Clients
--
Accounts
2,635
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS-FAULKNER, MALLORY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ADAMS-FAULKNER, MALLORY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Adams-Edinborough, Mallory | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Adams-Edinborough, Mallory | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Adams-Edinborough, Mallory | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Adams-Edinborough, Mallory | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Adams-Edinborough, Mallory | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Adams-Edinborough, Mallory | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BABCOCK, MICHAEL, K | I | CHIEF COMPLIANCE OFFICER | NA | |
| BABCOCK, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BABCOCK, MICHAEL, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| ESPINOSA, MICHAEL, Davis | I | PRESIDENT | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Empey, Jared, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Griffin, Joseph | I | CCO | NA | |
| Griffin, Joseph | I | CCO | NA | |
| Griffin, Joseph | I | CCO | NA | |
| Griffin, Joseph | I | CCO | NA | |
| Griffin, Joseph | I | CCO | NA | |
| Griffin, Joseph | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| Griffin, Joseph | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| Griffin, Joseph | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| Griffin, Joseph | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| Griffin, Joseph | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| PETERSON, RACHEL, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEARLE, TRENT, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | CEO | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | E | Control |
| WATKINS, MARTIN, ARTHUR | I | FOUNDER/PRESIDENT | D | Control |
| Watkins, Samuel, Martin | I | CHIEF INVESTMENT OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Watkins, Samuel, Martin | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Griffin, Joseph | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, WILLIAM, BRUCE | I | PRESIDENT / COO | A | Control |
| MILLER, WILLIAM, BRUCE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, WILLIAM, BRUCE | I | PRESIDENT / COO | A | Control |
| MILLER, WILLIAM, BRUCE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, WILLIAM, BRUCE | I | PRESIDENT | A | Control |
| MILLER, WILLIAM, BRUCE | I | PRESIDENT / COO | A | Control |
| MILLER, WILLIAM, BRUCE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, WILLIAM, BRUCE | I | PRESIDENT / COO | A | Control |
| MILLER, WILLIAM, BRUCE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MILLER, WILLIAM, BRUCE | I | PRESIDENT / COO | A | Control |
| MILLER, WILLIAM, BRUCE | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (10)
AZ CA CO CT ID NE OR TX UT WA
Address
1935 VINE STREET, SUITE 120SALT LAKE CITY, UT 84121
United States
Phone: 801-274-1820