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TRUELINK CAPITAL MANAGEMENT, LLC

LOS ANGELES, CA · CRD 323910 · IAPD ↗ · truelinkcap.com · 310-736-5853

$4.20BRegulatory AUM
22Advisory reps
24Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — TRUELINK CAPITAL MANAGEMENT, LLC reported RAUM up 137% ($1.77B -> $4.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — TRUELINK CAPITAL MANAGEMENT, LLC grew from 16 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2025 — TRUELINK CAPITAL MANAGEMENT, LLC grew from 10 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — TRUELINK CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($528.3M -> $1.77B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
March 2024 — TRUELINK CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($173.6M -> $528.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
March 2024 — TRUELINK CAPITAL MANAGEMENT, LLC grew from 7 to 10 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.