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TRUTINA FINANCIAL

BELLEVUE, WA · CRD 148866 · IAPD ↗ · trutinafinancial.com · 425-401-1211

$941.5MRegulatory AUM
11Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — TRUTINA FINANCIAL (BELLEVUE, WA) left the SEC roster (was $941.5M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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