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TRUEWEALTH FINANCIAL PARTNERS

BELLEVUE, WA · CRD 316079 · IAPD ↗ · truewealthaz.com · 425-615-7360

$273.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — TRUEWEALTH FINANCIAL PARTNERS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — TRUEWEALTH FINANCIAL PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — TRUEWEALTH FINANCIAL PARTNERS now reports custody of client assets ($76.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
March 2025 — TRUEWEALTH FINANCIAL PARTNERS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — TRUEWEALTH FINANCIAL PARTNERS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — TRUEWEALTH FINANCIAL PARTNERS reported RAUM up 26% ($178.7M -> $224.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — TRUEWEALTH FINANCIAL PARTNERS reported RAUM up 30% ($137.0M -> $178.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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