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TRUMIX ADVISORS

BLOOMINGTON, MN · CRD 310222 · IAPD ↗ · 952-222-8286

$169.9MRegulatory AUM
3Advisory reps
6Employees
2Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — TRUMIX ADVISORS reported RAUM up 31% ($112.3M -> $147.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — TRUMIX ADVISORS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — TRUMIX ADVISORS (BLOOMINGTON, MN) is newly SEC-registered with $112.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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