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TRU INDEPENDENCE ASSET MANAGEMENT, LLC

PORTLAND, OR · CRD 168256 · IAPD ↗ · (971) 371-3444

$336.9MRegulatory AUM
8Advisory reps
24Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC reported RAUM down 41% ($575.3M -> $336.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
68
April 2026 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC now reports custody of client assets ($7.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
March 2026 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
February 2026 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC notice-filed in CA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2025 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC changed its website from yellowwoodwealth.com to waparkadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
December 2025 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC grew from 4 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
November 2024 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
72
April 2024 — TRU INDEPENDENCE ASSET MANAGEMENT, LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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