# True North Wealth Management, LLC

> True North Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2025.

- CRD: 302020
- Filed as: TRUE NORTH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: January 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/302020
- AdvisorCensus page: https://advisorcensus.com/firm/true-north-wealth-management-llc-302020

## Quick answers

**How is True North Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True North Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is True North Wealth Management, LLC registered with the SEC or a state?**
True North Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 302020.

**How much does True North Wealth Management, LLC manage?**
True North Wealth Management, LLC reports $1,850,000 in regulatory assets under management in its Form ADV filing dated January 8, 2025 (100% discretionary).

**Does True North Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/302020

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,850,000
- Discretionary: $1,850,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,850,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True North Wealth Management, LLC (CRD 302020): Form ADV filing data as of October 2026.