Truenorth Wealth & Impact, LLC
● SEC registered since 2022CRD 321238SEC# 801-125773Joplin, MO
Reg. AUM
$456.2M
Employees
5
Accounts
1,351
Location
Joplin, MO
Truenorth Wealth & Impact, LLC assets under management
Truenorth Wealth & Impact, LLC operates as an SEC-registered investment adviser based in Joplin, MO. The firm has been registered since 2022. It reports $456.2 million in regulatory assets under management and employs 5 people.
Truenorth Wealth & Impact, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Dale Vowels Control | Member/ Chief Compliance Officer | 50-75% | 2022 |
| Troy Gudmund Stovern Control | Member/Chief Operating Officer | 50-75% | 2022 |
Frequently asked questions
How much does Truenorth Wealth & Impact, LLC manage?
Truenorth Wealth & Impact, LLC reports $456.2 million in regulatory assets under management on its Form ADV.
How many employees does Truenorth Wealth & Impact, LLC have?
Truenorth Wealth & Impact, LLC reports 5 employees.
Where is Truenorth Wealth & Impact, LLC located?
Truenorth Wealth & Impact, LLC is based in Joplin, MO and has been SEC-registered since 2022.
Does Truenorth Wealth & Impact, LLC disclose fund performance?
Truenorth Wealth & Impact, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4037 Gateway Drive, Joplin, MO 64804 |
| Phone | 417-434-9400 |
| Fax | 417-434-9405 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2012933 |
| Discloses disciplinary history | No |
Regulatory AUM
$456.2M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$456.2Mregulatory AUM
Discretionary $377.5MNon-discretionary $78.6M