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True North Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,850,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
True North Wealth Management is a state‑registered investment adviser that provides investment management through a wrap fee program and also offers project‑based and hourly financial planning services. The firm serves individual and high‑net‑worth clients and administers its asset management services under a wrap fee arrangement described in its Form ADV Appendix.
The firm’s investment approach emphasizes passive portfolio construction using low‑cost index mutual funds and ETFs, while employing fundamental analysis as part of its investment reviews and planning work. TNWM also evaluates, selects, and monitors outside or third‑party managers for client portfolios as part of its wrap program, reviewing manager experience, holdings, concentrations, and compliance practices.
Several characteristics are atypical for investment‑manager peers: TNWM sponsors a wrap fee program, explicitly offers hourly and project‑based planning in addition to managed accounts, and makes formal selections or referrals to other advisers. The firm reports modest discretionary assets under management, does not accept custody of client assets except to withdraw fees, and generally leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
General estate planning guidance
Fee options
Project based financial planning fixed fee ranging from $500 to $1,500, negotiable
Hourly financial planning fee between $100 and $200 per hour, negotiable
Fee-only: Project based financial planning fixed fee ranging from $500 to $1,500, negotiable; Hourly financial planning fee between $100 and $200 per hour, negotiable
Main office location
True North Wealth Management, LLC
Mesa AZ, United States
Number of offices
1
Most active in
True North Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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