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TRUENORTH WEALTH & IMPACT, LLC

C36
CRD 321238·SEC 801-125773·JOPLIN, MO
AUM
$456.2M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUENORTH WEALTH & IMPACT, LLC
CRD
321238
SEC file #
801-125773
EIN
—
DBA names
—

Economics

AUM
$456.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$343.8M → $456.2M▲ +33%
Client mix
Individuals Other242
Individuals High Net Worth153
Corporations6

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
2 advisors → 3 advisors▲ +50%
Primary office
JOPLIN MO
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/truenorth-wealth-and-impact(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STOVERN, TROY, GUDMUND
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STOVERN, TROY, GUDMUND
VOWELS, BRYAN, DALE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1667
Soi Zip Pct 200k Plus
0.0499
Soi Zip Returns 200k Plus
850
Soi Zip Total AGI
1,246,526
Fdic Zip Total Deposits
16,742,745,000
Fdic Zip Branch Count
416
Fdic Zip Top Banks
Southwest Missouri Bank
Arvest Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Wells Fargo6
Charles Schwab4
E*trade4
Fdic Zip Branches Raw
Roosevelt Bank, a federal savings bankJoplin, MO
Southwest Missouri BankJoplin, MO
Fdic Zip HHI
1171.45
Fdic Zip Top Bank Share Pct
18.84
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI65,931
Returns5,490
Stub 2
AGI167,243
Returns4,600
Stub 3
AGI156,295
Returns2,550
Soi Zip Total Business Income
32,386
Soi Zip Total Cap Gains
92,797
Soi Zip Total Dividends
26,018
Soi Zip Total Returns
17,040
Top Owner CRD
4087039
Trust Company Affiliate
No

People (3)

3
VOWELS, BRYAN, DALE
IAR · Direct Owner · 62.5%
4194457
STOVERN, TROY, GUDMUND
IAR · Direct Owner · 62.5%
4087039
Connor Dylan Williamson
IAR
7984680