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TRUSS

SAN FRANCISCO, CA · CRD 334136 · IAPD ↗ · trusspayments.com · (415) 649-9317

$1,000Regulatory AUM
1Advisory reps
9Employees
140Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2025 — TRUSS (SAN FRANCISCO, CA) left the SEC roster (was $1,000 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2025 — TRUSS (SAN FRANCISCO, CA) is newly SEC-registered with $1,000 RAUM and 1 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.