TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CRD 168256 · SEC 801-78748

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15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224, United States

Phone

(971) 371-3444

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$336.9M

Discretionary AUM

$336.9M

Team

24 total employees; 8 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; CONSULTING

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	447	$70.6M
High net worth individuals	609	$266.1M
Corporations/business entities	3	$127K

States served

CA, GA, MA, NC, OH, OR, PA, SC, VA, WA, TX, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/YELLOWWOOD-WEALTH-SOLUTIONS-LLC
HTTPS://WWW.YELLOWWOODWEALTH.COM
HTTPS://FACEBOOK.COM/COMPANY/YELLOWWOODWS

Official SEC filing: View on IAPD