Hedge Fund Database

TRU INDEPENDENCE ASSET MANAGEMENT 2

Adviser information for TRU INDEPENDENCE ASSET MANAGEMENT 2 last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Oregon, United States

Employees

Total Number of Employees 31
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 55 $113.7M
Non-Discretionary 4 $3.5M
Total 59 $117.2M

Clients

Type Number RAUM
Individuals 15 $3.6M
HNW Individuals 25 $56.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 19 $57.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 46
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-118810
SEC ERA File Number 801-118810
SEC CIK Numbers 1849497
SEC CRD Numbers 309098
Legal Entity Identifier None

Principal Office

15350 SW SEQUOIA PARKWAY,
SUITE 250
PORTLAND
OR
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 971-371-3444, Fax: None

Websites

www.relywealth.us

Chief Compliance Officer

STACY SIZEMORE
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel: 971-371-3450
(Full email address available in API data)

Regulatory Contact

TERRY WARREN
COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel: 971-329-4256
(Full email address available in API data)

Industry Affiliates

TRU INDEPENDENCE ASSET MANAGEMENT, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SIZEMORE, STACY, LEIGH Individual – CHIEF COMPLIANCE OFFICER 04/2020 < 5%
TRU INDEPENDENCE, LLC Domestic Entity – MEMBER 04/2020 > 75%
STUVLAND, CRAIG, PATRICK Individual TRU INDEPENDENCE, LLC MANAGING MEMBER, PRESIDENT, CEO 05/2014 50-75%
BEATTY, DAVID, LEE Individual ENTWOOD HOLDINGS, LLC MANAGING MEMBER/OWNER 11/2019 50-75%
ENTWOOD HOLDINGS, LLC Domestic Entity TRU INDEPENDENCE, LLC MANAGING MEMBER 11/2019 25-50%

No. Employees, Historic

4020020202021202220232024202517 on 4/27/202017 on 5/7/202017 on 5/7/202020 on 8/11/202020 on 8/24/202020 on 8/24/202020 on 9/4/202020 on 9/24/202020 on 12/2/202020 on 12/3/202023 on 1/29/202123 on 5/10/202123 on 7/7/202123 on 7/16/202126 on 8/27/202126 on 11/1/202126 on 2/15/202227 on 3/29/202227 on 6/9/202227 on 10/14/202224 on 3/29/202320 on 5/1/202320 on 9/13/202320 on 11/3/202331 on 2/22/202431 on 2/22/202431 on 3/1/202431 on 3/27/2024

RAUM, Historic

400M200M02020202120222023202420250 on 4/27/20200 on 5/7/20200 on 5/7/20200 on 8/11/20200 on 8/24/20200 on 8/24/20200 on 9/4/20200 on 9/24/20200 on 12/2/20200 on 12/3/2020140249842 on 1/29/2021140249842 on 5/10/2021140249842 on 7/7/2021140249842 on 7/16/2021140249842 on 8/27/2021140249842 on 11/1/2021140249842 on 2/15/2022284588722 on 3/29/2022284588722 on 6/9/2022284588722 on 10/14/2022320108418 on 3/29/2023101550665 on 5/1/2023101550665 on 9/13/2023101550665 on 11/3/2023117209998 on 2/22/2024117209998 on 2/22/2024117209998 on 3/1/2024117209998 on 3/27/2024

No. Clients, Historic

70035002020202120222023202420250 on 4/27/20200 on 5/7/20200 on 5/7/20200 on 8/11/20200 on 8/24/20200 on 8/24/20200 on 9/4/20200 on 9/24/20200 on 12/2/20200 on 12/3/2020432 on 1/29/2021432 on 5/10/2021432 on 7/7/2021432 on 7/16/2021432 on 8/27/2021432 on 11/1/2021432 on 2/15/2022597 on 3/29/2022597 on 6/9/2022597 on 10/14/2022684 on 3/29/202347 on 5/1/202347 on 9/13/202347 on 11/3/202359 on 2/22/202459 on 2/22/202459 on 3/1/202459 on 3/27/2024

Holdings

From latest 13F, filed April 26th, 2023 for period ending March 31st, 2023
Name Class Value $USD # Shares Private Fund
NVIDIA CORPORATION COM 7M 26K –
MICROSOFT CORP COM 7M 23K –
AMAZON COM INC COM 3M 33K –
THERMO FISHER SCIENTIFIC INC COM 3M 6K –
ALPHABET INC CAP STK CL C 3M 31K –
LAM RESEARCH CORP COM 3M 6K –
IPG PHOTONICS CORP COM 3M 23K –
TELEFLEX INCORPORATED COM 3M 11K –
INTUITIVE SURGICAL INC COM NEW 3M 11K –
CLOROX CO DEL COM 3M 17K –
LENNAR CORP CL A 3M 26K –
VERISK ANALYTICS INC COM 3M 14K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 9K –
WATERS CORP COM 3M 9K –
TRACTOR SUPPLY CO COM 3M 11K –
ISHARES TR MSCI EMG MKT ETF 3M 68K –
BLACKROCK INC COM 3M 4K –
PAYCHEX INC COM 3M 23K –
ISHARES TR 1 3 YR TREAS BD 3M 31K –
APPLIED MATLS INC COM 2M 20K –
APPLE INC COM 2M 14K –
CROWDSTRIKE HLDGS INC CL A 2M 17K –
ISHARES GOLD TR ISHARES NEW 2M 47K –
ISHARES TR 7-10 YR TRSY BD 2M 16K –
AMAZON COM INC COM 2M 16K –
APPLE INC COM 2M 9K –
MICROSOFT CORP COM 1M 5K –
COPART INC COM 1M 16K –
ISHARES TR CORE S&P500 ETF 1M 3K –
ISHARES TR SHRT NAT MUN ETF 974K 9K –
INVESCO QQQ TR UNIT SER 1 953K 3K –
DANAHER CORPORATION COM 817K 3K –
ISHARES TR US HOME CONS ETF 712K 10K –
ALPHABET INC CAP STK CL A 707K 7K –
ALPHABET INC CAP STK CL A 705K 7K –
META PLATFORMS INC CL A 694K 3K –
ISHARES TR CALIF MUN BD ETF 691K 12K –
DISNEY WALT CO COM 627K 6K –
SPDR S&P 500 ETF TR TR UNIT 583K 1K –
EXXON MOBIL CORP COM 576K 5K –
ISHARES TR CORE S&P MCP ETF 546K 2K –
PIMCO ETF TR ENHAN SHRT MA AC 496K 5K –
PEPSICO INC COM 489K 3K –
LOCKHEED MARTIN CORP COM 481K 1K –
ABBVIE INC COM 470K 3K –
ISHARES TR TIPS BD ETF 463K 4K –
ISHARES TR NEW YORK MUN ETF 455K 8K –
ENTERPRISE PRODS PARTNERS L COM 451K 17K –
BIOGEN INC COM 432K 2K –
ORACLE CORP COM 412K 4K –
CHEVRON CORP NEW COM 410K 3K –
BROADCOM INC COM 400K 623 –
KRANESHARES TR BOSERA MSCI CHIN 390K 15K –
ISHARES TR 20 YR TR BD ETF 377K 4K –
ISHARES TR CORE US AGGBD ET 333K 3K –
ISHARES TR 0-5YR INVT GR CP 331K 7K –
ZOOM VIDEO COMMUNICATIONS IN CL A 319K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 318K 847 –
ISHARES TR CORE MSCI EURO 316K 6K –
ISHARES TR CORE S&P SCP ETF 294K 3K –
UNILEVER PLC SPON ADR NEW 286K 6K –
VERIZON COMMUNICATIONS INC COM 269K 7K –
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 264K 14K –
ISHARES INC MSCI JPN ETF NEW 253K 4K –
SELECT SECTOR SPDR TR FINANCIAL 250K 8K –
TESLA INC COM 248K 1K –
NEXTERA ENERGY INC COM 243K 3K –
ISHARES INC CORE MSCI EMKT 227K 5K –
JOHNSON & JOHNSON COM 216K 1K –
COSTCO WHSL CORP NEW COM 211K 424 –
GLOBAL X FDS FINTECH ETF 209K 10K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 209K 4K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 205K 4K –
FREEPORT-MCMORAN INC CL B 205K 5K –
GLOBAL X FDS NASDAQ 100 COVER 191K 11K –
NUVEEN QUALITY MUNCP INCOME COM 184K 16K –
BRAINSTORM CELL THERAPEUTICS COM NEW 145K 44K –