TRUEWEALTH FINANCIAL PARTNERS
TRUEWEALTH FINANCIAL PARTNERS, LLC Legal Name
Adviser information for TRUEWEALTH FINANCIAL PARTNERS last updated from Form ADV on March 22nd, 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 | Washington, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 411 | $178.7M |
| Non-Discretionary | 0 | $0 |
| Total | 411 | $178.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 73 | $14.2M |
| HNW Individuals | 140 | $164.6M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 178.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| TRUEWEALTH FINANCIAL PARTNERS WRAP FEE PROGRAM | TRUEWEALTH FINANCIAL PARTNERS |
Identifiers
| SEC RIA File Number | 801-122242 |
|---|---|
| SEC ERA File Number | 801-122242 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316079 |
| Legal Entity Identifier | None |
Principal Office
915 118TH AVE SE, SUITE 140BELLEVUE
WA
United States
Monday - Friday, APPOINTMENT ONLY
Tel: 425-615-7360, Fax: None
Chief Compliance Officer
PATRICK B. SEVERSON
FINANCIAL PLANNER & CO-OWNER
915 118TH AVE SE
SUITE 140
BELLEVUE
WA
United States
Tel:
(425) 748-7046
P***************@***************M
(Full email address available in API data)
Regulatory Contact
GLENN M. ROSSMAN
FINANCIAL PLANNER & CO-OWNER
915 118TH AVE SE
SUITE 140
BELLEVUE
WA
United States
Tel:
425-615-7360
G************@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSSMAN, GLENN, MARSHALL | Individual | – | MANAGING MEMBER | 08/2021 | 50-75% |
| SEVERSON, PATRICK, BRUCE | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 08/2021 | 50-75% |