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TRUMBOWER FINANCIAL ADVISORS LLC

BETHESDA, MD · CRD 107495 · IAPD ↗ · trufinancial.com · 301-215-8340

$1.98BRegulatory AUM
8Advisory reps
11Employees
23Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — TRUMBOWER FINANCIAL ADVISORS LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TRUMBOWER FINANCIAL ADVISORS LLC notice-filed in AZ, CA, MA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.