Founder/president · Truenorth Wealth
Martin A. Watkins
CRD 2251777 · Named on Form ADV at one SEC-registered adviser
At a glance
Truenorth Wealth, an SEC-registered wealth manager based in Salt Lake City, UT with $1.3 billion in regulatory assets, lists Martin A. Watkins on its Form ADV as Founder/president, a control person.
Firms and roles
- Truenorth WealthFounder/presidentWealth manager · Salt Lake City, UT · $1.3B in regulatory assets
AtlasMembers
Martin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Samuel M. WatkinsChief Executive Officer, Truenorth Wealth
- Jared C. EmpeyChief Compliance Officer, Truenorth Wealth
- MICHAEL D. ESPINOSAPresident, Truenorth Wealth
- Mallory Adams-FaulknerChief Operations Officer, Truenorth Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.