TRUE NORTH WEALTH

Overview

True North Wealth is an independent, owner-operated registered investment advisor organized as a limited liability company that serves individuals and families. The firm combines financial planning with discretionary portfolio management and offers ancillary services including selection of other advisers, pension-focused consulting work as part of its advisory menu, and educational seminars and workshops. Fee arrangements are flexible: they charge a percentage of assets under management and also use hourly and fixed-fee engagements, which supports both ongoing fiduciary relationships and one-off planning projects. The firm identifies itself as a capital allocator, and that shows up in its use of third-party managers for nontraditional exposures. True North Wealth is not an active ESG investor and is not set up as a multi-state advisory platform; it operates on a smaller, more localized scale. Its practice style appears equity‑first: public equities make up the bulk of deployed assets while alternatives are used selectively through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices