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Richard Minda Lee

Truenorth Wealth

Boise, ID

Salt Lake City, UT

CRD 7319753

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Employer firm

Truenorth Wealth CRD 142205

$1.27B regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Truenorth Wealth

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-12-08
ID RA APPROVED 2020-12-07
  • UT RA
    APPROVED
    Since 2020-12-08
  • ID RA
    APPROVED
    Since 2020-12-07

Branch Locations

305 West Jefferson, Boise, ID 83702 • United States

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St. Luke's Health Systems Boise ID 04/2006 Present
  • 04/2006 → Present
    St. Luke's Health Systems
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-04
  • S65 Uniform Investment Adviser Law Examination
    2020-12-04

View on SEC IAPD

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