TRUE NORTH WEALTH

TRUE NORTH WEALTH of PARKER CITY, IN is an SEC-registered investment adviser (CRD 333452). Regulatory assets under management: $23.5M.

Registration

• CRD: 333452
• Type: Registered investment adviser
• Location: 12703 SR 32 SUITE 100, PARKER CITY, IN, 47368
• Phone: 765-896-4480
• Latest filing: 2026-03-08
• Regulatory AUM: $23.5M
• Discretionary AUM: $23.5M
• Clients: 1
• Accounts: 260

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333452 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search