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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2022
- Office Locations
- 1
Office Locations
About Truenorth Wealth & Impact, LLC
TrueNorth Wealth & Impact is a Joplin, MO wealth management firm providing financial and investment planning for families/individuals as well as businesses and nonprofits. The practice emphasizes goal- and values-based planning, including education, legacy, and tax considerations, alongside ongoing portfolio management using ETFs and mutual funds. Clients can access a dedicated portal via TradePMR.
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Owner & Executives
TROY GUDMUND STOVERN
CHIEF OPERATING OFFICER, Partner
- CRD
- #4087039
- Ownership
- 50% but less than 75%
BRYAN DALE VOWELS
Chief Compliance Officer, Chief Executive Officer, Founding Partner
- CRD
- #4194457
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Connor Dylan Williamson
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- CRD
- #7984680
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,537,748 | $345,731 |
| Non-Discretionary | $78,621,033 | $303,556 |
| Total | $456,158,781 | $337,645 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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