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TRUE NORTH WEALTH
GRANT EVANS WEALTH MANAGEMENT, LLC
CRD 333452
12703 SR 32 SUITE 100, PARKER CITY, IN, 47368, United States
Phone
765-896-4480
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.5M
Discretionary AUM
$23.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $14.9M |
| High net worth individuals | 7 | $8.6M |
All web addresses on file
Official SEC filing: View on IAPD