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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

PORTLAND, OR · CRD 309098 · IAPD ↗ · meritwealth.com · 971-371-3444

$92.7MRegulatory AUM
3Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported RAUM down 65% ($264.7M -> $92.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
July 2026 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now reports custody of client assets ($163.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
March 2025 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2025 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported RAUM up 85% ($117.2M -> $217.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
December 2024 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC changed its website from relywealth.us to meritwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
December 2024 — TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — TRU INDEPENDENCE ASSET MANAGEMENT 2 is now doing business as TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
46
June 2024 — TRU INDEPENDENCE ASSET MANAGEMENT 2 notice-filed in IA, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — TRU INDEPENDENCE ASSET MANAGEMENT 2 added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
June 2024 — TRU INDEPENDENCE ASSET MANAGEMENT 2 grew from 2 to 4 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.