PPrivate Fund Data Log in Join · $37/mo

Truenorth Wealth & Impact, LLC

● SEC registered since 2022CRD 321238SEC# 801-125773Joplin, MO
Export (members)
Reg. AUM
$432.1M
Employees
5
Accounts
1,538
Location
Joplin, MO

Truenorth Wealth & Impact, LLC assets under management

Truenorth Wealth & Impact, LLC operates as an SEC-registered investment adviser based in Joplin, MO. The firm has been registered since 2022. It reports $432.1 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/truenorth-wealth-and-impactView on SEC.gov ↗

Truenorth Wealth & Impact, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan Dale Vowels ControlMember/ Chief Compliance Officer50-75%2022
Troy Gudmund Stovern ControlMember/Chief Operating Officer50-75%2022

Frequently asked questions

How much does Truenorth Wealth & Impact, LLC manage?

Truenorth Wealth & Impact, LLC reports $432.1 million in regulatory assets under management on its Form ADV.

How many employees does Truenorth Wealth & Impact, LLC have?

Truenorth Wealth & Impact, LLC reports 5 employees.

Where is Truenorth Wealth & Impact, LLC located?

Truenorth Wealth & Impact, LLC is based in Joplin, MO and has been SEC-registered since 2022.

Does Truenorth Wealth & Impact, LLC disclose fund performance?

Truenorth Wealth & Impact, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4037 Gateway Drive, Joplin, MO 64804
Phone417-434-9400
Fax417-434-9405
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
CIK2012933
Discloses disciplinary historyNo

Assets under management

Discretionary$330M
Non-discretionary$102M
Total (RAUM)$432.1M