Sarah Bomhoff
Thirtynorth Investments · New Orleans, Louisiana
Sarah Bomhoff is a fee-only financial advisor at Thirtynorth Investments in New Orleans, Louisiana, who holds the CFA credential. Thirtynorth Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Thirtynorth Investments |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $467.8M across 635 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 7202538 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.thirtynorth.com |
How Sarah's firm compares
- Thirtynorth Investments's average account is about $737,000, from its Form ADV (assets managed divided by 635 accounts).
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Questions about Sarah
Is Sarah Bomhoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Thirtynorth Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Thirtynorth Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Bomhoff based?
Sarah Bomhoff is based in New Orleans, Louisiana.
What credentials does Sarah Bomhoff hold?
Sarah Bomhoff holds the CFA credential.
Is Sarah Bomhoff registered with the SEC?
Yes. Sarah Bomhoff is registered as an investment adviser representative in LA and TX (CRD 7202538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thirtynorth Investments manage?
Thirtynorth Investments reports $467.8M across 635 accounts in assets under management.
How do I contact Sarah Bomhoff?
Through Sarah's website, www.thirtynorth.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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