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TRUEDGE ASSET MANAGEMENT LLC

INDIANAPOLIS, IN · CRD 323442 · IAPD ↗ · truedgeam.com · 317-581-4010

$0Regulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — TRUEDGE ASSET MANAGEMENT LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — TRUEDGE ASSET MANAGEMENT LLC moved its main office from CARMEL, IN to INDIANAPOLIS, IN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — TRUEDGE ASSET MANAGEMENT LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
42
December 2024 — TRUEDGE ASSET MANAGEMENT LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — TRUEDGE ASSET MANAGEMENT LLC reported RAUM down 100% ($185.1M -> $280,798).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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