Truenorth Wealth

CRD 142205 · Salt Lake City, UT · $1.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 142205
SEC number: 801-68446
Firm type: RIA
Assets under management: $1.3B as of Mar 6, 2026
Website: www.facebook.com/IMAFINANCIALSERVICES ↗
Phone: 801-274-1820
Address: 1935 Vine Street, Suite 120, Salt Lake City, UT, 84121

Advisors at this firm

11 in our index · page 1 of 1

Devon DuffyCRD 8144175 · Salt Lake City, UT

IA Registered
Michael Davis EspinosaCRD 6558518 · Salt Lake City, UT

IA RegisteredRegistration inactive
Jared Charles EmpeyCRD 6584505 · Murray, UT

IA Registered
C Richard HopkinsCRD 6734265 · Murray, UT

IA Registered
Carter John LarsenCRD 8162653 · Salt Lake City, UT

IA Registered
Richard Minda LeeCRD 7319753 · Boise, ID

IA Registered
Thomas Allen ReedCRD 7790854 · San Francisco, CA

IA Registered
Martin Arthur WatkinsCRD 2251777 · Murray, UT

IA Registered
Jacob Matthew WatkinsCRD 8274795 · Salt Lake City, UT

IA Registered
Samuel Martin WatkinsCRD 6838563 · Murray, UT

IA Registered
Zachary Thomas WhitlockCRD 7941542 · Salt Lake City, UT

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.