Truenorth Wealth

Truenorth Wealth (CRD# 142205) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $355,000,000 in 850 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $417,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Truenorth Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Martin A. Watkins
CRD#: 2251777
1935 Vine Street, Suite 120, Salt Lake City, UT 84121
96
Wealthminder
score

Martin Watkins (CRD# 2251777) is an Investment Advisor Representative working at Truenorth Wealth in Salt Lake City, UT and has over 24 years of experience in the finance industry. Martin Watkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Trent L. Searle
CRD#: 4433677
1935 Vine Street, Suite 120, Salt Lake City, UT 84121
90
Wealthminder
score

Trent Searle (CRD# 4433677) is an Investment Advisor Representative working at Truenorth Wealth in Salt Lake City, UT and has 1 year of experience in the finance industry. Trent Searle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jared C. Empey
CRD#: 6584505
1935 Vine Street, Suite 120, Salt Lake City, UT 84121
87
Wealthminder
score

Jared Empey (CRD# 6584505) is an Investment Advisor Representative working at Truenorth Wealth in Salt Lake City, UT and has 1 year of experience in the finance industry.

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