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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | NA | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | NA | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | NA | |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| REKSTAD, PETER, JON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | ASSOCIATE WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| GLEASON, TRAVIS, RYAN | I | WEALTH PARTNER | B | |
| NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUST | DE | TRUSTEE | B | |
| NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUST | DE | TRUSTEE | B | |
| NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUST | DE | TRUSTEE | B | |
| NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUST | DE | TRUSTEE | B |
Registrations
Federal
IA
Jan 10, 2025 REGISTERED
Notice Filings (12)
AZ CA CT FL LA MN NE NH OK TX WA WI
Address
3050 WELLS FARGO PLACE30 EAST 7TH STREET
ST. PAUL, MN 55101
United States
Phone: 651-735-5878