True North Advisors
TL;DR
Founded in 2000 by Scott Wood and Mark Gehlbach, the Dallas firm provides planning and investment management to very high net worth families, with Texas and California offices.
$5.4 billion
Regulatory AUM
As of ADV filing 2026-07-16
5,298
Accounts / Clients
1,022 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
89
Team Size
employees, 31 advisory
20 yrs
Years Registered
First registered 2006
About True North Advisors
Founded in 2000 by Scott Wood and Mark Gehlbach, the Dallas firm provides planning and investment management to very high net worth families, with Texas and California offices.
Office: 3131 Turtle Creek Blvd, Suite 1300, Dallas, TX 75219.
Best for: Families above $5M wanting fee-only planning and investment management
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD116048
RegistrationSEC-registered
First registration2006
Regulatory AUM$5.4 billion
ADV filing date2026-07-16
Accounts5,298
Clients1,022 individual and high-net-worth clients
Employees89
Advisory employees31
Fee modelFee-only per its own site; ADV 2A says 0.25% to 1.50% of assets
MinimumNo minimum, but prefers portfolios of at least $5,000,000 (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA, CIMA and CRPC named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 116048, as of ADV filing 2026-07-16, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 3 of 10
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