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Trunorth Wealth Partners, LLC

CRD 284807SEC# 801-108277St. Paul, MN
Export (members)
No longer SEC-registered. Trunorth Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$516.8M
Employees
8
Accounts
1,201
Location
St. Paul, MN

Trunorth Wealth Partners, LLC assets under management

Trunorth Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in St. Paul, MN. It reports $516.8 million in regulatory assets under management and employs 8 people.

Trunorth Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ncf Giving Inc., Sole Trustee of Ncf Charitable Assets TrustTrustee10-25%2024
Peter Jon Rekstad ControlManaging Member, Chief Compliance Officer50-75%2016
Travis Ryan GleasonWealth Partner10-25%2017

Frequently asked questions

How much does Trunorth Wealth Partners, LLC manage?

Trunorth Wealth Partners, LLC reports $516.8 million in regulatory assets under management on its Form ADV.

How many employees does Trunorth Wealth Partners, LLC have?

Trunorth Wealth Partners, LLC reports 8 employees.

Where is Trunorth Wealth Partners, LLC located?

Trunorth Wealth Partners, LLC is based in St. Paul, MN.

Does Trunorth Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address3050 Wells Fargo Place, 30 East 7th Street, St. Paul, MN 55101
Office hours9 a.m. To 4 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$496.3M
Non-discretionary$20.5M
Total (RAUM)$516.8M