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TRUEMAN BROWN

LAKE ZURICH, IL · CRD 141602 · IAPD ↗ · 847-228-1968

$196.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2025 — TRUEMAN BROWN notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — TRUEMAN BROWN now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
May 2024 — TRUEMAN BROWN notice-filed in WI.
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.