RIA Intel›Advisers›Minnesota›TRUNORTH WEALTH PARTNERS, LLC

TRUNORTH WEALTH PARTNERS, LLC

Advisory

N·ST. PAUL, MN

Data as of Dec 20, 2024 · Source: SEC Form ADV

Total AUM
$517M
1-Year AUM Growth
0.0%
3-Year CAGR
+2.7%
Employees
6
Assets Under Management
Total AUM$517M
Discretionary AUM$496M
Non-Discretionary AUM$20M
Discretionary %96%
Total Clients225
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)+75.0%
Filing History
Total Filings on Record29
First FilingAug 11, 2016
Latest FilingDec 20, 2024
🔒 Full AUM trend chart and 29 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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