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Charlotte Appleford Leon

Truenorth Wealth Advisors

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About Charlotte Appleford Leon

Charlotte Appleford Leon is a financial advisor registered in Washington. Charlotte is a Certified Financial Planner and has been working in the industry since 2014. Currently, Charlotte is affiliated with Truenorth Wealth Advisors. Charlotte has been with this firm since 2019. Charlotte is based in Seattle.

Firm Information

Charlotte Leon is currently registered with Truenorth Wealth Advisors. Truenorth Wealth Advisors is a Seattle, WA-based investment advisor registered with the SEC. The firm manages approximately $233 million in assets for 533 accounts. Truenorth Wealth Advisors provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Truenorth Wealth Advisors

1200 FIFTH AVENUE, SUITE 1810

SEATTLE, WA 98101

$233.07M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charlotte Leon’s Registration & Firm History

WA

02/01/2024 - Present

Truenorth Wealth Advisors (SEATTLE WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charlotte Appleford Leon.
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