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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TRUENORTH WEALTH

ASSOCIATION FINANCIAL SERVICES INC., CRD 142205

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ee0fbc9-2628-481b-622d-2bc6aec46b91

Data as of Aug 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 9
On other graphs: 0
Observed: Apr 2, 2012 to Aug 22, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-08-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $146M
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $115Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 10
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,829
Individual clients: 584
High net worth clients: 259
SEC number: 801-68446
CRD: 142205
Filings on the tape: 30
First filed: Apr 2, 2012
Latest filed: Aug 22, 2026
Organised: Corporation, NV

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARTIN ARTHUR WATKINS	Certified Financial Planner	Murray, UT	6	34	2	no
Jared Charles Empey	n/a	Murray, UT	6	11	1	no
C Richard Hopkins	n/a	Murray, UT	6	29	1	no
Samuel Martin Watkins	n/a	Murray, UT	6	10	1	no
Richard Minda Lee	n/a	Boise, ID \| SALT LAKE CITY, UT	5	20	n/a	no
MICHAEL Davis ESPINOSA	Certified Financial Planner	SALT LAKE CITY, UT	4	11	2	no
Thomas Allen Reed	n/a	San Francisco, CA \| SALT LAKE CITY, UT	3	12	n/a	no
Devon Duffy	n/a	SALT LAKE CITY, UT	1	13	n/a	no
Zachary Thomas Whitlock	n/a	SALT LAKE CITY, UT	1	11	n/a	no
Carter John Larsen	n/a	SALT LAKE CITY, UT	0	10	n/a	no
Jacob Matthew Watkins	n/a	SALT LAKE CITY, UT	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMS-FAULKNER, MALLORY	CHIEF OPERATIONS OFFICER	Na	yes	08/2022	Aug 22, 2026	Aug 22, 2026
Empey, Jared, Charles	CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Aug 22, 2026	Aug 22, 2026
ESPINOSA, MICHAEL, Davis	President	Na	yes	08/2022	Aug 22, 2026	Aug 22, 2026
Watkins, Samuel, Martin	CHIEF EXECUTIVE OFFICER	B	yes	08/2022	Aug 22, 2026	Aug 22, 2026
WATKINS, MARTIN, ARTHUR	FOUNDER/PRESIDENT	E	yes	01/2019	Apr 2, 2012	Mar 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boise	Id	United States	2	no
Logan	Ut	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$1.3B	$146M	19	10	4	n/a	n/a
2024	Mar 23, 2025	$1.1B	$139M	17	7	3	n/a	n/a
2023	Mar 19, 2024	$1.0B	$0	17	8	3	n/a	n/a
2022	Mar 30, 2023	$880M	$0	17	6	3	n/a	n/a
2021	Mar 23, 2022	$653M	$0	19	6	3	n/a	n/a
2020	Mar 25, 2021	$493M	$0	13	6	2	n/a	n/a
2019	Jan 29, 2020	$485M	$485M	9	5	2	n/a	n/a
2018	Mar 27, 2019	$402M	$67.2M	7	5	2	n/a	n/a
2017	Feb 7, 2018	$414M	$0	13	5	3	n/a	n/a
2016	Mar 14, 2017	$360M	$0	8	3	n/a	n/a	n/a
2015	Feb 24, 2016	$355M	$0	6	3	n/a	n/a	n/a
2014	Jan 30, 2015	$350M	$0	6	3	n/a	n/a	n/a
2013	Mar 31, 2014	$300M	$0	4	2	n/a	n/a	n/a
2012	Mar 28, 2013	$160M	$0	3	2	n/a	n/a	n/a
2011	Apr 2, 2012	$157M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	17.8%	$880M	12.9%	19	17	4	3

Relationships

Registered with (19)

← Jacob Matthew WatkinsAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Carter John LarsenAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← Zachary Thomas WhitlockAdvisorregistration: current employment
Aug 25, 2025 to presentfactForm ADV
← Devon DuffyAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← Thomas Allen ReedAdvisorregistration: current employment
Aug 1, 2023 to presentfactForm ADV
← MICHAEL Davis ESPINOSAAdvisorregistration: current employment
Mar 11, 2022 to presentfactForm ADV
← Richard Minda LeeAdvisorregistration: current employment
Dec 7, 2020 to presentfactForm ADV
← Jared Charles EmpeyAdvisorregistration: previous registration
Feb 22, 2016 to Dec 31, 2019factForm ADV
← C Richard HopkinsAdvisorregistration: previous registration
Dec 8, 2016 to Dec 31, 2019factForm ADV
← Samuel Martin WatkinsAdvisorregistration: previous registration
Aug 15, 2017 to Dec 31, 2019factForm ADV
← MARTIN ARTHUR WATKINSAdvisorregistration: previous registration
Dec 11, 2006 to Dec 31, 2019factForm ADV
← Jacob Ryan ShiffrinAdvisorregistration: previous registration
Jul 21, 2023 to Apr 25, 2025factForm ADV
← Adam Michael HaynesAdvisorregistration: previous registration
Jul 21, 2021 to Feb 24, 2022factForm ADV
← Brett David WestonAdvisorregistration: previous registration
Feb 12, 2020 to Nov 8, 2021factForm ADV
← Anders Johnson SkagerbergAdvisorregistration: previous registration
Jul 25, 2019 to Dec 31, 2019factForm ADV
← STEPHEN ANDREW FOXAdvisorregistration: previous registration
Mar 13, 2018 to Apr 1, 2019factForm ADV
← TRENT L. SEARLEAdvisorregistration: previous registration
Jul 15, 2014 to Mar 31, 2017factForm ADV
← JAMES BRYAN WASHBURNAdvisorregistration: previous registration
May 12, 2016 to Jun 30, 2016factForm ADV
← WILLIAM BRUCE MILLERAdvisorregistration: previous registration
Sep 28, 2010 to Jan 19, 2016factForm ADV

Controls (5)

← WATKINS, MARTIN, ARTHUROwnerFOUNDER/PRESIDENT, ownership code E, individual
Apr 2, 2012 to Mar 19, 2024factForm ADV
← ESPINOSA, MICHAEL, DavisOwnerPRESIDENT, ownership code NA, individual
Nov 7, 2022 to Mar 19, 2024factForm ADV
← Empey, Jared, CharlesOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 7, 2022 to Mar 19, 2024factForm ADV
← Watkins, Samuel, MartinOwnerCHIEF EXECUTIVE OFFICER, ownership code B, individual
Mar 23, 2022 to Mar 19, 2024factForm ADV
← ADAMS-FAULKNER, MALLORYOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Nov 7, 2022 to Mar 19, 2024factForm ADV

Dated events

Occurred
Apr 25, 2025
Advisor changed firm
Jacob Ryan Shiffrin left Truenorth Wealth for Centura Wealth Advisory (registered 2024-11-01)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Truenorth Wealth reported RAUM $879.9M, up 35% from $652.6M (2023-01-27 to 2023-03-30)
Form ADVobserved 4 days ago
$227M
Occurred
Nov 7, 2022
Control person joined
Charles Jared Empey (Chief Compliance Officer) appeared on Schedule A of Truenorth Wealth
Form ADVobserved 4 days ago
Occurred
Nov 7, 2022
Control person joined
Davis Michael Espinosa (President) appeared on Schedule A of Truenorth Wealth
Form ADVobserved 4 days ago
Occurred
Nov 7, 2022
Control person joined
Mallory Adams-Edinborough (Chief Operations Officer) appeared on Schedule A of Truenorth Wealth
Form ADVobserved 4 days ago
Occurred
Nov 7, 2022
Control person left
Joseph Griffin (Chief Executive Officer/Chief Compliance Officer) no longer on Schedule A of Truenorth Wealth (listed 2022-03-23, absent 2022-11-07)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Truenorth Wealth reported RAUM $652.6M, up 32% from $493.4M (2021-04-12 to 2022-03-23)
Form ADVobserved 4 days ago
$159M
Occurred
Mar 23, 2022
Control person joined
Martin Samuel Watkins (Chief Investment Officer) appeared on Schedule A of Truenorth Wealth
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Adam Michael Haynes left Truenorth Wealth for Albion Financial Group (registered 2023-03-30)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ee0fbc9-2628-481b-622d-2bc6aec46b91
First observed: Apr 2, 2012
Last observed: Aug 22, 2026 28 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUENORTH WEALTH

ASSOCIATION FINANCIAL SERVICES INC., CRD 142205

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ee0fbc9-2628-481b-622d-2bc6aec46b91

Data as of Aug 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARTIN ARTHUR WATKINS

Certified Financial Planner

Murray, UT

Jared Charles Empey

n/a

Murray, UT

C Richard Hopkins

n/a

Murray, UT

Samuel Martin Watkins

n/a

Murray, UT

Richard Minda Lee

n/a

Boise, ID | SALT LAKE CITY, UT

n/a

MICHAEL Davis ESPINOSA

Certified Financial Planner

SALT LAKE CITY, UT

Thomas Allen Reed

n/a

San Francisco, CA | SALT LAKE CITY, UT

n/a

Devon Duffy

n/a

SALT LAKE CITY, UT

n/a

Zachary Thomas Whitlock

n/a

SALT LAKE CITY, UT

n/a

Carter John Larsen

n/a

SALT LAKE CITY, UT

n/a

Jacob Matthew Watkins

n/a

SALT LAKE CITY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMS-FAULKNER, MALLORY

CHIEF OPERATIONS OFFICER

yes

08/2022

Aug 22, 2026

Empey, Jared, Charles

CHIEF COMPLIANCE OFFICER

yes

08/2022

Aug 22, 2026

ESPINOSA, MICHAEL, Davis

President

yes

08/2022

Aug 22, 2026

Watkins, Samuel, Martin

CHIEF EXECUTIVE OFFICER

yes

08/2022

Aug 22, 2026

WATKINS, MARTIN, ARTHUR

FOUNDER/PRESIDENT

yes

01/2019

Apr 2, 2012

Mar 19, 2024

City

State

Country

Employees

Also broker-dealer

Boise

United States

Logan

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$1.3B

$146M

n/a

2024

Mar 23, 2025

$1.1B

$139M

n/a

2023

Mar 19, 2024

$1.0B

n/a

2022

Mar 30, 2023

$880M

n/a

2021

Mar 23, 2022

$653M

n/a

2020

Mar 25, 2021

$493M

n/a

2019

Jan 29, 2020

$485M

n/a

2018

Mar 27, 2019

$402M

$67.2M

n/a

2017

Feb 7, 2018

$414M

n/a

2016

Mar 14, 2017

$360M

n/a

2015

Feb 24, 2016

$355M

n/a

2014

Jan 30, 2015

$350M

n/a

2013

Mar 31, 2014

$300M

n/a

2012

Mar 28, 2013

$160M

n/a

2011

Apr 2, 2012

$157M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.1B

17.8%

$880M

12.9%