# TRUENORTH FINANCIAL SERVICES, LLC

TRUENORTH FINANCIAL SERVICES, LLC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 118273
- Type: SEC-registered investment adviser
- SEC file number: 801-116702
- Location: 1200 FIFTH AVENUE, SUITE 1810, SEATTLE, WA, 98101
- Phone: (206-652-4314
- Latest filing: 2026-03-18
- Regulatory AUM: $321.7M
- Discretionary AUM: $316.3M
- Non-discretionary AUM: $5.4M
- Clients: 7
- Accounts: 580

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Karen Ruth O'Brien | MANAGING MEMBER | — |
| Joseph Thomas Hebert | MANAGING MEMBER | — |
| Brooke Nicole Trinh | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| O'BRIEN KAREN RUTH | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGING MEMBER | — |
| HEBERT JOSEPH THOMAS | MANAGING MEMBER | — |
| GOVERN THERESE MARY | MANAGING MEMBER; PARTNER | — |
| O'BRIEN KAREN R | CHIEF COMPLIANCE OFFICER | — |
| HEBERT JOSEPH T | PARTNER | — |
| Trinh Brooke Nicole | CHIEF COMPLIANCE OFFICER, MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118273/similar
- Related entities: https://search.stillhousedata.com/firm/118273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118273

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.