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TRUEMARK INVESTMENTS

CHICAGO, IL · CRD 306600 · IAPD ↗ · true-shares.com · 877-774-8783

$1.42BRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

62
April 2026 — TRUEMARK INVESTMENTS grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — TRUEMARK INVESTMENTS crossed $1B in regulatory AUM ($761.8M -> $1.42B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2025 — TRUEMARK INVESTMENTS crossed $500M in regulatory AUM ($242.8M -> $761.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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