What is TrueNorth Wealth's NAICS code?

TrueNorth Wealth's NAICS code is 52 (Finance and Insurance).

Insights

Fiduciary, Fee-Only TrueNorth Wealth operates as fee-only, fiduciary financial planners with CFP credentials, indicating a strong value proposition for clients seeking objective, conflict-free advice and long-term relationship building.

Sustainable Growth With revenue between 10M and 25M and a headcount of 11-50, there is potential for scalable service expansion and deeper client onboarding initiatives as the firm grows within Utah and Idaho.

Regional Leadership Recent recognition as a top wealth management firm in Utah and Idaho and multiple office locations (Salt Lake City, Logan, St. George, Boise) position TrueNorth as a regional leader, creating opportunities to expand advisor recruitment and cross-office client referrals.

Digital Presence A tech stack that includes Google Ads, Crazy Egg, Squarespace, WordPress, and Shopify indicates strong digital marketing and client acquisition capabilities; leverage these assets to scale inbound interest and targeted outreach.

Targeted Partnerships Operating in a highly regulated, fee-only space with comprehensive planning focus suggests potential sales opportunities in partner channels (law firms, CPAs, trust and estate professionals) and institutional referrals seeking fiduciary fiduciary-aligned planning.

Similar companies to TrueNorth Wealth

Abacus Wealth Partners
75$50M - $100M
Aspiriant
248$500M - $1B
Apriem Advisors
24$25M - $50M
Brighton Jones
386$250M - $500M
Carson Group
42$250M - $500M
Buckingham Strategic Wealth
86$100M - $250M
Wetherby Asset Management
83$10M - $25M
Johnson Investment Counsel
172$100M - $250M
EP Wealth Advisors
627$500M - $1B

TrueNorth Wealth Tech Stack

TrueNorth Wealth uses 8 technology products and services including Google Ads, Crazy Egg, Squarespace, and more. Explore TrueNorth Wealth's tech stack below.

Google Ads
Advertising
Crazy Egg
Analytics
Squarespace
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
WP Engine
Platform As A Service
DigitalOcean Web Hosting
Web Hosting

Media & News

TrueNorth Wealth recognized as top Wealth Management firms in Utah and Idaho.
TrueNorth Wealth is among the top Wealth Management firms in Utah and Idaho, with offices in Salt Lake City, Logan, St. George, and Boise.
May 22, 2023 | www.truenorthwealth.com

TrueNorth Wealth's Email Address Formats

TrueNorth Wealth uses at least 1 email format:

TrueNorth Wealth Email Formats	Example	Percentage
First@truenorthwealth.com	John@truenorthwealth.com	100%

Frequently Asked Questions

What is TrueNorth Wealth's phone number?

You can contact TrueNorth Wealth's main corporate office by phone at

+1-801-274-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is TrueNorth Wealth's official website and social media links?

TrueNorth Wealth's official website is truenorthwealth.com and has social profiles on LinkedIn.

How much revenue does TrueNorth Wealth generate?

As of August 2026, TrueNorth Wealth's annual revenue is estimated to be $10M - $25M.

What is TrueNorth Wealth's SIC code and NAICS code?

TrueNorth Wealth's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does TrueNorth Wealth have currently?

As of August 2026, TrueNorth Wealth has approximately 16 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. W., Chief Compliance Officer: J. E. and President Founder Of Truenorth Wealth: M. W. Explore TrueNorth Wealth's employee directory with LeadIQ.

What industry does TrueNorth Wealth belong to?

TrueNorth Wealth operates in the Financial Services industry.

What technology does TrueNorth Wealth use?

TrueNorth Wealth's tech stack includes Google Ads, Crazy Egg, Squarespace, WordPress, Shopify, Microsoft 365, WP Engine and DigitalOcean Web Hosting.

What is TrueNorth Wealth's email format?

TrueNorth Wealth's email format typically follows the pattern of First@truenorthwealth.com. Find more TrueNorth Wealth email formats with LeadIQ.

TrueNorth Wealth

Q: What is TrueNorth Wealth's official website and social media links?

TrueNorth Wealth's official website is truenorthwealth.com. TrueNorth Wealth has social profiles on LinkedIn.

Q: How many employees does TrueNorth Wealth have currently?

TrueNorth Wealth has approximately 16 employees.

Q: What technology does TrueNorth Wealth use?

TrueNorth Wealth's tech stack includes GoDaddy, Google Tag Manager, jQuery, Cloudflare, Font Awesome.

Financial ServicesUtah, United States11-50 Employees

TrueNorth Wealth operates in the financial services sector, providing independent financial planning. Its advisors are Certified Financial Planners who uphold a fiduciary duty to place clients' interests first and work on a fee-only basis, avoiding commissions and product kickbacks. The firm delivers comprehensive planning that integrates estate, tax, retirement, investment, and insurance considerations to align with each client's goals.

Headquartered in Salt Lake City, Utah, the firm maintains additional offices across the region, including Logan, St. George, and Boise. In May 2023, TrueNorth Wealth was recognized as a top wealth management firm in Utah and Idaho, reflecting its regional footprint.