TRUENORTH WEALTH & IMPACT, LLC

CRD 321238File 801-125773

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$456.2M

Above cohort median (national)

Discretionary AUM

$377.5M

Non-discretionary $78.6M

Clients

401

1,351 accounts

Employees

Below cohort median in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 27, 2022
Principal office: 4037 GATEWAY DRIVE, JOPLIN, MO, 64804
Phone: 417-434-9400
Website: https://www.linkedin.com/company/truenorth-wealth-and-impact/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $456.2M
Discretionary AUM: $377.5M
Non-discretionary AUM: $78.6M
Discretionary accounts: 1,092
Non-discretionary accounts: 259
Total accounts: 1,351
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$14.8M
Charitable organizations	Fewer than 5	$6.3M
High net worth individuals	153	$360.2M
Individuals (other than high net worth individuals)	242	$75.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.