True North Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$840,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$210,000
About
True North Wealth Management LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $840,000 for a small number of client relationships. Services include development of written investment policy statements, asset allocation, regular portfolio monitoring, and access to a range of securities including mutual funds, ETFs, fixed income, REITs, annuities, venture and private placements.
The firm documents client goals, tax circumstances, and risk tolerance and generally pursues a long‑term trading approach informed by fundamental, quantitative, technical and modern portfolio theory. TNWM uses model portfolios and tax‑management tools available through the Altruist Model Marketplace and may enroll accounts in the bundled Altruist One program, while retaining discretionary trading authority and responsibility for suitability.
A distinctive aspect of the firm is an affiliation with an accounting practice, which enables clients above certain asset levels to receive complimentary financial planning and annual tax preparation through the affiliate—an arrangement that can create operational integration as well as potential conflicts of interest. TNWM also requires use of a specific custodial platform (Altruist) and may absorb or pass through subscription fees and model/tool charges, an operational structure that differs from many peers.
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - And up: 0.40%
$400 per hour for financial planning services
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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.
Main office location
True North Wealth Management LLC
1150 S Colony Way, Ste 11
Palmer AK 99645, United States
Number of offices
1
Forms ADV
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