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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2024
- Office Locations
- 1
Office Locations
About True North Wealth
True North Wealth (Grant Evans Wealth Management, Indiana-registered RIA) provides retirement-focused financial planning and investment management for individuals building wealth or nearing/in retirement. The firm emphasizes simplified account consolidation, tax-smart retirement income planning, and risk-managed portfolios using cash/high-quality bond buffers and globally diversified, low-cost allocations. Serves clients virtually across the U.S.; custody includes Altruist and portfolios are ETF-centric.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Grant Alan Evans
Chief Compliance Officer, Financial Advisor, FOUNDER, Investment Advisor
- CRD
- #6745496
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,534,323 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,534,323 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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