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TRUVIZE FINANCIAL PLANNING
TRUVIZE FINANCIAL PLANNING LLC
CRD 331821
11323 ROJAS DR, STE A3, EL PASO, TX, 79936, United States
Phone
915-502-0096
Fax
(915)975-8029
Registration
— (—)
Source
State registered
Total AUM
$43.6M
Discretionary AUM
$43.6M
Team
2 total employees; 2 advisory reps; 41 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $15.5M |
| High net worth individuals | 9 | $17.2M |
All web addresses on file
Official SEC filing: View on IAPD