TRUNORTH WEALTH PARTNERS, LLC
Legal name: TRUNORTH WEALTH PARTNERS
CRD #284807 SEC #801-108277 ST. PAUL, MN 651-735-5878
SEC Registered
Total AUM
$516.8M
Discretionary
$496.3M
Employees
8
Clients
10
Accounts
1,201
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $516.8M | $496.3M | $20.5M | 8 | 0 |
| Dec 2024 | $516.8M | $496.3M | $20.5M | 8 | 0 |
| Dec 2024 | $516.8M | $496.3M | $20.5M | 8 | 0 |
| Jul 2024 | $516.8M | $496.3M | $20.5M | 9 | 0 |
| Mar 2024 | $516.8M | $496.3M | $20.5M | 94 | 0 |
| Sep 2023 | $467.7M | $455.2M | $12.5M | 8 | 0 |
| Mar 2023 | $467.7M | $455.2M | $12.5M | 8 | 0 |
| Mar 2022 | $518.5M | $504.7M | $13.8M | 7 | 0 |
| Dec 2021 | $477.5M | $463.4M | $14.2M | 6 | 0 |
| Sep 2021 | $477.5M | $463.4M | $14.2M | 6 | 0 |
| Mar 2021 | $477.5M | $463.4M | $14.2M | 6 | 0 |
| Dec 2020 | $471.3M | $453.2M | $18.1M | 6 | 0 |
| Jun 2020 | $471.3M | $453.2M | $18.1M | 6 | 0 |
| Apr 2020 | $471.3M | $453.2M | $18.1M | 6 | 0 |
| Mar 2020 | $471.3M | $453.2M | $18.1M | 6 | 0 |
| Jan 2020 | $402.6M | $388.7M | $13.8M | 6 | 0 |
| Oct 2019 | $402.6M | $388.7M | $13.8M | 6 | 0 |
| Mar 2019 | $402.6M | $388.7M | $13.8M | 6 | 0 |
| Nov 2018 | $421M | $390M | $30.9M | 6 | 0 |
| Oct 2018 | $421M | $390M | $30.9M | 6 | 0 |
| Jun 2018 | $421M | $390M | $30.9M | 6 | 0 |
| Mar 2018 | $421M | $390M | $30.9M | 6 | 0 |
| Oct 2017 | $356.5M | $319.9M | $36.6M | 6 | 0 |
| Jul 2017 | $356.5M | $319.9M | $36.6M | 6 | 26 |
| Feb 2017 | $356.5M | $319.9M | $36.6M | 6 | 26 |
| Jan 2017 | $356.5M | $319.9M | $36.6M | 6 | 26 |
| Nov 2016 | $374.5M | $322.6M | $51.9M | 6 | 26 |
| Oct 2016 | $315M | $290M | $25M | 6 | 26 |
| Aug 2016 | $315M | $290M | $25M | 6 | 26 |
| Aug 2016 | $315M | $290M | $25M | 6 | 26 |
DateJan 2025
Total AUM$516.8M
Discretionary$496.3M
Non-Disc.$20.5M
Employees8
Clients0
DateDec 2024
Total AUM$516.8M
Discretionary$496.3M
Non-Disc.$20.5M
Employees8
Clients0
DateDec 2024
Total AUM$516.8M
Discretionary$496.3M
Non-Disc.$20.5M
Employees8
Clients0
DateJul 2024
Total AUM$516.8M
Discretionary$496.3M
Non-Disc.$20.5M
Employees9
Clients0
DateMar 2024
Total AUM$516.8M
Discretionary$496.3M
Non-Disc.$20.5M
Employees94
Clients0
DateSep 2023
Total AUM$467.7M
Discretionary$455.2M
Non-Disc.$12.5M
Employees8
Clients0
DateMar 2023
Total AUM$467.7M
Discretionary$455.2M
Non-Disc.$12.5M
Employees8
Clients0
DateMar 2022
Total AUM$518.5M
Discretionary$504.7M
Non-Disc.$13.8M
Employees7
Clients0
DateDec 2021
Total AUM$477.5M
Discretionary$463.4M
Non-Disc.$14.2M
Employees6
Clients0
DateSep 2021
Total AUM$477.5M
Discretionary$463.4M
Non-Disc.$14.2M
Employees6
Clients0
DateMar 2021
Total AUM$477.5M
Discretionary$463.4M
Non-Disc.$14.2M
Employees6
Clients0
DateDec 2020
Total AUM$471.3M
Discretionary$453.2M
Non-Disc.$18.1M
Employees6
Clients0
DateJun 2020
Total AUM$471.3M
Discretionary$453.2M
Non-Disc.$18.1M
Employees6
Clients0
DateApr 2020
Total AUM$471.3M
Discretionary$453.2M
Non-Disc.$18.1M
Employees6
Clients0
DateMar 2020
Total AUM$471.3M
Discretionary$453.2M
Non-Disc.$18.1M
Employees6
Clients0
DateJan 2020
Total AUM$402.6M
Discretionary$388.7M
Non-Disc.$13.8M
Employees6
Clients0
DateOct 2019
Total AUM$402.6M
Discretionary$388.7M
Non-Disc.$13.8M
Employees6
Clients0
DateMar 2019
Total AUM$402.6M
Discretionary$388.7M
Non-Disc.$13.8M
Employees6
Clients0
DateNov 2018
Total AUM$421M
Discretionary$390M
Non-Disc.$30.9M
Employees6
Clients0
DateOct 2018
Total AUM$421M
Discretionary$390M
Non-Disc.$30.9M
Employees6
Clients0
DateJun 2018
Total AUM$421M
Discretionary$390M
Non-Disc.$30.9M
Employees6
Clients0
DateMar 2018
Total AUM$421M
Discretionary$390M
Non-Disc.$30.9M
Employees6
Clients0
DateOct 2017
Total AUM$356.5M
Discretionary$319.9M
Non-Disc.$36.6M
Employees6
Clients0
DateJul 2017
Total AUM$356.5M
Discretionary$319.9M
Non-Disc.$36.6M
Employees6
Clients26
DateFeb 2017
Total AUM$356.5M
Discretionary$319.9M
Non-Disc.$36.6M
Employees6
Clients26
DateJan 2017
Total AUM$356.5M
Discretionary$319.9M
Non-Disc.$36.6M
Employees6
Clients26
DateNov 2016
Total AUM$374.5M
Discretionary$322.6M
Non-Disc.$51.9M
Employees6
Clients26
DateOct 2016
Total AUM$315M
Discretionary$290M
Non-Disc.$25M
Employees6
Clients26
DateAug 2016
Total AUM$315M
Discretionary$290M
Non-Disc.$25M
Employees6
Clients26
DateAug 2016
Total AUM$315M
Discretionary$290M
Non-Disc.$25M
Employees6
Clients26