RIA Intel›Advisers›Missouri›TRUENORTH WEALTH & IMPACT, LLC

TRUENORTH WEALTH & IMPACT, LLC

Advisory

N·JOPLIN, MO

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$456M

1-Year AUM Growth

+8.6%

3-Year CAGR

+2.8%

Employees

3

Assets Under Management

Total AUM$456M

Discretionary AUM$378M

Non-Discretionary AUM$79M

Discretionary %82.8%

Total Clients376

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record7

First FilingApr 29, 2022

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 7 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRUENORTH WEALTH & IMPACT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.