TRUNORTH WEALTH PARTNERS, LLC

TRUNORTH WEALTH PARTNERS
ST. PAUL, Minnesota·2 registered advisors·CRD# 284807
SEC# 801-1082771651-735-5878
01

Firm Overview

AUM
$517M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRUNORTH WEALTH PARTNERS, LLC

2 registered advisors
Peter Jon Rekstad
ST. PAUL, Minnesota
Travis Ryan Gleason
ST. PAUL, Minnesota
CFP
05

Office Locations

ST. PAUL, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. TRUNORTH WEALTH PARTNERS, LLC (CRD# 284807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.