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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-16-2001
- Office Locations
- 6
Office Locations
About True North Advisors, LLC
True North Advisors is a privately held independent wealth manager and multi-family office (founded 2000) serving business owners, entrepreneurs, and families with comprehensive wealth planning, investment management, and transaction advisory. The firm blends public and private/alternative investments and also oversees Western Alternative Strategies, an institutional alternative investment platform.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 27, 2026, reported AUM increased 21.1%, from $4.5B to $5.4B.
Across 5 reported observations, AUM increased 88.8% between October 21, 2022 and March 27, 2026, from $2.9B to $5.4B.
Of the latest reported AUM, 92.6% is discretionary and 7.4% is non-discretionary.
The firm reports 31 advisory representatives and 1,068 clients, or 34.5 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 6 reported office locations and 24 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full True North Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT ADAIR WOOD
Advisor, Chief Executive Officer, Managing Member
- CRD
- #2114641
- Ownership
- 25% but less than 50%
MARK HUNTER GEHLBACH MR
Advisor, Managing Member, President
- CRD
- #2833692
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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MICHAEL JAY ANDERSON
Partner
- CRD
- #4762987
COLIN JAMES BINDNER
Wealth Manager
- CRD
- #6200376
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,020,432,016 | $950,120 |
| Non-Discretionary | $402,221,452 | $28,730,104 |
| Total | $5,422,653,468 | $1,023,528 |
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Separately Managed Accounts
SMA allocation detail is available
True North Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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True North Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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