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trueNorth Wealth Advisors Employee Directory

Financial ServicesWashington, United States2-10 Employees

trueNorth Wealth Advisors is a fee-only wealth management firm staffed by professionals who hold CFP credentials. The firm provides a broad suite of financial planning and investment management services without accepting commissions or referral fees, ensuring advice is not tied to product sales. Its offerings cover goal setting, detailed cash flow planning, income tax planning, education planning, insurance planning, retirement and estate planning, as well as portfolio construction and ongoing portfolio management.

Headquartered in Seattle, Washington, trueNorth operates as a registered trade name of trueNorth Financial Services, LLC, with registration in Washington and New Hampshire. The firm presents itself as a small practice focused on delivering comprehensive, fee-based guidance to clients seeking structured planning and investment oversight.

Find trueNorth Wealth Advisors employees' phone numbers or email addresses

trueNorth Wealth Advisors Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

trueNorth Wealth Advisors's Leadership

  • Stylized image of a person
    T. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Principal
    Phone icon
    Mobile Phone

trueNorth Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from trueNorth Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. H.
    Owner
    Phone icon
    Mobile Phone
    Aug 27, 2025
  • Stylized image of a person
    D. K.
    Principal
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is trueNorth Wealth Advisors known for?

Minus sign iconPlus sign icontrueNorth Wealth Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1200 5th Avenue Suite 1810 Seattle, Washington 98101 United States; you can contact the main corporate office by phone at
+1-206-652-****
. Explore trueNorth Wealth Advisors's company overview page for more information.

What is trueNorth Wealth Advisors's most common email format?

Minus sign iconPlus sign icontrueNorth Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more trueNorth Wealth Advisors email formats with LeadIQ.

How many employees does trueNorth Wealth Advisors have currently?

Minus sign iconPlus sign icontrueNorth Wealth Advisors has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are trueNorth Wealth Advisors's key employees and leadership?

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As of June 2026, trueNorth Wealth Advisors's key employees include:

  • Owner: T. H.
  • Principal: D. K.

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