# Truenorth Wealth Advisors

> Truenorth Wealth Advisors is an SEC-registered investment advisory firm in Seattle, WA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 118273
- Filed as: TRUENORTH WEALTH ADVISORS
- Legal name: Truenorth Financial Services, LLC
- Also doing business as: TRUENORTH WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118273
- AdvisorCensus page: https://advisorcensus.com/firm/truenorth-wealth-advisors-seattle-wa-118273

## Quick answers

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

**Where is Truenorth Wealth Advisors located?**
Truenorth Wealth Advisors' principal office is in Seattle, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Truenorth Wealth Advisors registered with the SEC or a state?**
Truenorth Wealth Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 118273.

**How much does Truenorth Wealth Advisors manage?**
Truenorth Wealth Advisors reports $321,734,679 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (98% discretionary).

**How have Truenorth Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Truenorth Wealth Advisors: Regulatory assets under management: $157,174,402 in the October 2021 data and $321,734,679 in the October 2026 data, up 105%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truenorth Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (97); individuals (other than high net worth individuals) (81); charitable organizations (1).

**Which custodians does Truenorth Wealth Advisors use?**
Truenorth Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Truenorth Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118273

**Does Truenorth Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "trueNorth provides advisory services to a variety of types of clients including individuals, trusts, corporations and estates. We do not currently impose a minimum account size requirement, but we do reserve the right to determine if a prospective client is a fit for trueNorth ’s services."

**What changed in Truenorth Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $268,609,552 to $321,734,679 (+20%). Registered or notice-filed in OR.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> trueNorth provides advisory services to a variety of types of clients including individuals, trusts, corporations and estates. We do not currently impose a minimum account size requirement, but we do reserve the right to determine if a prospective client is a fit for trueNorth ’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $321,734,679
- Discretionary: $316,288,724
- Non-discretionary: $5,445,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $27,528,559 |
| High net worth individuals | 97 | $293,806,621 |
| Charitable organizations | 1 | $399,499 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bainbridge Island, WA

### Websites listed on Form ADV (Item 1.I)
- truenorthwa.com
- LinkedIn @TRUENORTH-WEALTH-ADVISORS
- LinkedIn @BTRINHTRUENORTHWA
- LinkedIn @JHEBERTTRUENORTHWA
- LinkedIn @KOBRIENTRUENORTHWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,174,402 | 5 | March 3, 2021 |
| October 2022 | $201,743,225 | 5 | March 15, 2022 |
| October 2023 | $195,100,437 | 5 | March 20, 2023 |
| October 2024 | $233,073,809 | 5 | March 22, 2024 |
| October 2025 | $268,609,552 | 5 | March 24, 2025 |
| October 2026 | $321,734,679 | 7 | March 18, 2026 |

Regulatory assets under management: $157,174,402 in the October 2021 data and $321,734,679 in the October 2026 data, up 105%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $268,609,552 to $321,734,679 (+20%).
- Registered or notice-filed in OR.

### December 2025
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truenorth Wealth Advisors (CRD 118273): Form ADV filing data as of October 2026.