Trueman Brown
Trueman Brown is an SEC-registered wealth manager in Lake Zurich, IL with $196.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Trueman Brown: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141602, SEC 801-120742, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $196.1M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Lake Zurich, IL
- Employees
- 2
- Clients
- 129
- CRD
- 141602
- Ownership
- BROWN, ROY, WILLIAM; BERNSTEIN, DANIEL, ADAM
How much AUM does Trueman Brown have?
Trueman Brown reported $196.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Trueman Brown?
Disclosed owners and executives of Trueman Brown include BROWN, ROY, WILLIAM, BERNSTEIN, DANIEL, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.