Charlotte Leon
Truenorth Wealth Advisors · Seattle, Washington
Charlotte Leon is a fee-only financial advisor at Truenorth Wealth Advisors in Seattle, Washington, who holds the CFP credential. Truenorth Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Truenorth Wealth Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $321.7M across 580 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7861693 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.truenorthwa.com |
How Charlotte's firm compares
- Truenorth Wealth Advisors's average account is about $555,000, from its Form ADV (assets managed divided by 580 accounts).
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Questions about Charlotte
Is Charlotte Leon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charlotte holds no broker registration, and Truenorth Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charlotte charge for financial advice?
Charlotte's firm, Truenorth Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charlotte Leon based?
Charlotte Leon is based in Seattle, Washington.
What credentials does Charlotte Leon hold?
Charlotte Leon holds the CFP credential.
Is Charlotte Leon registered with the SEC?
Yes. Charlotte Leon is registered as an investment adviser representative in WA (CRD 7861693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truenorth Wealth Advisors manage?
Truenorth Wealth Advisors reports $321.7M across 580 accounts in assets under management.
How do I contact Charlotte Leon?
Through Charlotte's website, www.truenorthwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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