# True North Wealth Strategies LLC

> True North Wealth Strategies LLC is a state-registered investment advisory firm in Knoxville, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 342840
- Filed as: TRUE NORTH WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342840
- AdvisorCensus page: https://advisorcensus.com/firm/true-north-wealth-strategies-llc-knoxville-tn-342840

## Quick answers

**How is True North Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True North Wealth Strategies LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is True North Wealth Strategies LLC located?**
True North Wealth Strategies LLC's principal office is in Knoxville, TN, according to its Form ADV.

**Is True North Wealth Strategies LLC registered with the SEC or a state?**
True North Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342840.

**How much does True North Wealth Strategies LLC manage?**
True North Wealth Strategies LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 2, 2026.

**Does True North Wealth Strategies 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/342840

**What changed in True North Wealth Strategies LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tnwealthstrategies.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True North Wealth Strategies LLC (CRD 342840): Form ADV filing data as of October 2026.