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TRUE LINK FINANCIAL ADVISORS

SAN FRANCISCO, CA · CRD 281870 · IAPD ↗ · 855-435-5140

$1.89BRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
24States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — TRUE LINK FINANCIAL ADVISORS notice-filed in KY, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — TRUE LINK FINANCIAL ADVISORS reported RAUM up 40% ($1.35B -> $1.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — TRUE LINK FINANCIAL ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — TRUE LINK FINANCIAL ADVISORS changed its website from truelinkfinancialadvisors.com to truelinkfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2024 — TRUE LINK FINANCIAL ADVISORS notice-filed in MI, MN, 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.