Michael Davis Espinosa
Investment Adviser Representative at Truenorth Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Davis Espinosa is an investment adviser representative with Truenorth Wealth in Salt Lake City, UT, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Soltis Investment Advisors, LLC and Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho and Utah.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Vanguard Group, IncSep 2015 – Jan 2020Scottsdale, AZ
- Soltis Investment AdvisorsMay 2020 – Sep 2022Salt Lake City, UT
- Home RenovationJan 2020 – May 2020West Valley, UT
- TrueNorthSep 2022 – no end date reportedSalt Lake City, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truenorth Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0088
- $0 - $1,000,0000.88%
- $1,000,000 - $2,000,0000.82%
- $2,000,000 - $4,000,0000.74%
- $4,000,000 - $6,000,0000.68%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Salt Lake City, UT
- SEC file number:
- 801-68446
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 22, 2026
View full firm profileOther advisors at Truenorth Wealth
10 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Davis Espinosa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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