Trunorth Wealth Partners, LLC
CRD 284807SEC# 801-108277St. Paul, MN
No longer SEC-registered. Trunorth Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$516.8M
Employees
8
Accounts
1,201
Location
St. Paul, MN
Trunorth Wealth Partners, LLC assets under management
Trunorth Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in St. Paul, MN. It reports $516.8 million in regulatory assets under management and employs 8 people.
Trunorth Wealth Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ncf Giving Inc., Sole Trustee of Ncf Charitable Assets Trust | Trustee | 10-25% | 2024 |
| Peter Jon Rekstad Control | Managing Member, Chief Compliance Officer | 50-75% | 2016 |
| Travis Ryan Gleason | Wealth Partner | 10-25% | 2017 |
Frequently asked questions
How much does Trunorth Wealth Partners, LLC manage?
Trunorth Wealth Partners, LLC reports $516.8 million in regulatory assets under management on its Form ADV.
How many employees does Trunorth Wealth Partners, LLC have?
Trunorth Wealth Partners, LLC reports 8 employees.
Where is Trunorth Wealth Partners, LLC located?
Trunorth Wealth Partners, LLC is based in St. Paul, MN.
Does Trunorth Wealth Partners, LLC disclose fund performance?
Trunorth Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3050 Wells Fargo Place, 30 East 7th Street, St. Paul, MN 55101 |
| Office hours | 9 a.m. To 4 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$516.8MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$516.8Mregulatory AUM
Discretionary $496.3MNon-discretionary $20.5M