← Tributary

TRUE WEALTH GROUP

BEND, OR · CRD 332426 · IAPD ↗ · mytruewealthgroup.com · 541-588-5008

$151.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — TRUE WEALTH GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2026 — TRUE WEALTH GROUP reported RAUM up 40% ($108.5M -> $151.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — TRUE WEALTH GROUP now reports custody of client assets ($43.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — TRUE WEALTH GROUP reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
January 2025 — TRUE WEALTH GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — TRUE WEALTH GROUP (BEND, OR) is newly SEC-registered (provisional 120-day approval) with $0 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.