$1.3B Total AUM
$146.1M Disc. AUM
22.6% 3Y CAGR
19 Employees
996 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2006
- Office Locations
- 3
Office Locations
1935 Vine Street 120 Murray UT
305 West Jefferson Boise ID
-- SAN Francisco CA
About Truenorth Wealth
TrueNorth Wealth is a fee-only fiduciary RIA founded in 2006, delivering tailored financial planning, proactive tax planning, and evidence-based investment strategies with high-touch ongoing support. The team includes CFP professionals and is based in Salt Lake City with additional offices in Boise and San Francisco.
Team overview
29 AVG AGE
$126.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.8 yrs AVG TENURE
19 Employees
10 Advisory Reps
10 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARTIN ARTHUR WATKINS
FOUNDER, President
- CRD
- #2251777
- Ownership
- 75% or more
Available
Available
Available
Samuel Martin Watkins
Chief Executive Officer, Financial Planner
- CRD
- #6838563
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 5 owners & executives
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D
Devon Duffy
--
- CRD
- #8144175
Available
Available
Available
C
C Richard Hopkins MD
Financial Advisor
- CRD
- #6734265
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,115,682 | $1,897,606 |
| Non-Discretionary | $1,119,480,434 | $406,788 |
| Total | $1,265,596,116 | $447,365 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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