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TRUEPATH FINANCIAL PLANNING
TRUEPATH FINANCIAL PLANNING LLC
CRD 144118
3240-B JUAN TABO BLVD NE, SUITE A-2, ALBUQUERQUE, NM, 87111, United States
Phone
505-797-7765
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.7M
Discretionary AUM
$36.7M
Team
3 total employees; 2 advisory reps; 38 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $15.5M |
| High net worth individuals | 13 | $21.1M |
All web addresses on file
Official SEC filing: View on IAPD