# Truenorth Wealth & Impact, LLC

> Truenorth Wealth & Impact, LLC is an SEC-registered investment advisory firm in Joplin, MO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 321238
- Filed as: TRUENORTH WEALTH & IMPACT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Joplin, MO
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321238
- AdvisorCensus page: https://advisorcensus.com/firm/truenorth-wealth-and-impact-llc-joplin-mo-321238

## Quick answers

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

**How much does Truenorth Wealth & Impact, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Truenorth Wealth & Impact, LLC located?**
Truenorth Wealth & Impact, LLC's principal office is in Joplin, MO, according to its Form ADV.

**Is Truenorth Wealth & Impact, LLC registered with the SEC or a state?**
Truenorth Wealth & Impact, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321238.

**How much does Truenorth Wealth & Impact, LLC manage?**
Truenorth Wealth & Impact, LLC reports $456,158,781 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (83% discretionary).

**How have Truenorth Wealth & Impact, LLC's assets and staff changed since 2022?**
In the Form ADV data for Truenorth Wealth & Impact, LLC: Regulatory assets under management: $343,799,083 in the October 2022 data and $456,158,781 in the October 2026 data, up 33%. Total employees: 3 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truenorth Wealth & Impact, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (153); corporations or other businesses not listed above (6).

**Which custodians does Truenorth Wealth & Impact, LLC use?**
Truenorth Wealth & Impact, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Truenorth Wealth & Impact, LLC 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/321238

**Does Truenorth Wealth & Impact, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "TWI generally requires a minimum initial investment of $1,000,000 for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances."

**What changed in Truenorth Wealth & Impact, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## 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 26, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> TWI generally requires a minimum initial investment of $1,000,000 for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances.

- Hourly rate: $500 an hour (financial planning and consulting services)

> Fees for financial planning are billed at a fixed rate. Fees are billed either in advance or arrears based upon the needs of the client. Hourly fees generally range up to $500 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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: $456,158,781
- Discretionary: $377,537,748
- Non-discretionary: $78,621,033

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $74,950,203 |
| High net worth individuals | 153 | $360,175,979 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $6,250,700 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $14,781,899 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, CA, FL, IA, KS, LA, MO, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [findtruenorth.com](https://findtruenorth.com)
- LinkedIn @truenorth-wealth-and-impact

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $343,799,083 | 3 | September 19, 2022 |
| October 2023 | $392,594,379 | 4 | March 13, 2023 |
| October 2024 | $426,146,444 | 4 | May 16, 2024 |
| October 2025 | $432,064,679 | 5 | March 5, 2025 |
| October 2026 | $456,158,781 | 5 | March 26, 2026 |

Regulatory assets under management: $343,799,083 in the October 2022 data and $456,158,781 in the October 2026 data, up 33%.
Total employees: 3 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truenorth Wealth & Impact, LLC (CRD 321238): Form ADV filing data as of October 2026.