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TRUVISTA ADVISORS LLC
CRD 329785
16275 NE 85TH STREET, SUITE A, REDMOND, WA, 98052, United States
Phone
425-242-0442
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $9.7M |
| High net worth individuals | 23 | $47.2M |
| Charitable organizations | 5 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD