Brooke Nicole Trinh
Investment adviser representative at Truenorth Wealth Advisors
13 yearsExperience
2 statesRegistered in
$321.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Truenorth Wealth AdvisorsDec 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Truenorth Wealth Advisors
Legal name: Truenorth Financial Services, LLC
$321.7MAssets managed
179Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6590103
- Firm CRD
- 118273