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TRUE BLUE FINANCIAL, LLC

STEVENSVILLE, MI · CRD 310841 · IAPD ↗ · (269) 982-2710

$271.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — TRUE BLUE FINANCIAL, LLC reported RAUM up 40% ($193.7M -> $271.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — TRUE BLUE FINANCIAL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — TRUE BLUE FINANCIAL, LLC (STEVENSVILLE, MI) is newly SEC-registered with $193.7M RAUM and 4 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.