TRUENORTH WEALTH & IMPACT, LLC

4037 Gateway Drive
Joplin, Missouri 64804
Tel: 417-434-9400

About TRUENORTH WEALTH & IMPACT, LLC

TRUENORTH WEALTH & IMPACT, LLC, formally registered with the SEC as TRUENORTH WEALTH & IMPACT, LLC. The firm was established in 05/27/2022. They have over 1 offices throughout the country.

TRUENORTH WEALTH & IMPACT, LLC is a Joplin, Missouri based Financial Planning firm with nearly $432,064,679 assets under management, offering retirement planning & investment advisory services to 1538 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321238
SEC#	801-125773
Assets Managed by Firm	$432,064,679
No. of Clients	1538
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1538	$432,064,679
Individuals (other than high net worth individuals)	231	$74,589,563
High net worth individuals	139	$340,475,597
Charitable organizations	Fewer than 5 clients	$4,989,505
Corporations or other businesses	6	$12,010,014

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