Devon Duffy

Financial advisor at Truenorth Wealth · Salt Lake City, UT

Last updated 2026-10-10

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Devon Duffy is a financial advisor at Truenorth Wealth in Salt Lake City, UT, CRD 8144175. Licenses and exams on the registration: Series 65. IAPD registration began 2025-08-20.

Registration

CRD number
8144175
Registration status
Active
IAPD registration
2025-08-20
Industry Experience
1 year
Work Experience
13 years
States registered
UT

Licenses and exams

  • Series 65

Work history

  • 2025-01 to Present · Truenorth Wealth · Salt Lake City, UT
  • 2024-01 to 2024-07 · Northrock Companies · Draper, UT
  • 2021-01 to 2025-04 · Brigham Young University · Provo, UT
  • 2019-01 to 2020-12 · Church of Jesus Christ of Latter Day Saints · Milan
  • 2018-05 to 2018-12 · Wilkinson Painting LLC · Denver, CO
  • 2017-08 to 2018-04 · Brigham Young University · Provo, UT
  • 2017-04 to 2017-08 · Unemployed · Littleton, CO
  • 2013-08 to 2017-04 · Columbine High School · Littleton, CO

Current employment

SEC IAPD record for Devon Duffy

Truenorth Wealth

Regulatory AUM
$1,265,596,116
Registered advisors
11
Offices
4
Clients per advisor
88.6 (Moderate)
Average AUM per client
$1.3M (Low)
High-net-worth client ratio
26.6% (Moderate)

Truenorth Wealth: advisors, services and reported ETF investments

About

Devon Duffy is a financial advisor at Truenorth Wealth in Salt Lake City, UT. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 13 years of reported work history.

Truenorth Wealth's firm-level Form ADV reports 11 advisors across 4 offices; approximately 88.6 clients per advisor, average assets per client of $1,298,047, and regulatory AUM of $1.3B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Truenorth Wealth on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Other

Location

1935 Vine Street, Suite 120, Salt Lake City, UT 84121

7 advisors at this office.

Truenorth Wealth office in Salt Lake City, UT

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Devon Duffy?

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