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TRUEWEALTH FINANCIAL PARTNERS

TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD 316079 · SEC 801-122242

Visit website

11400 SE 8TH STREET, SUITE 225, BELLEVUE, WA, 98004, United States

Phone

425-615-7360

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$273.7M

Discretionary AUM

$273.7M

Team

4 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals74$33.1M
High net worth individuals82$240.4M

States served

AZ, CA, ND, WI, WA, TX

All web addresses on file

Official SEC filing: View on IAPD