Tru Independence Asset Management, LLC
Tru Independence Asset Management, LLC is an SEC-registered mass-market adviser in Portland, OR with $336.9M assets under management (AUM, regulatory AUM), -41% over one year. See who owns Tru Independence Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168256, SEC 801-78748, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $336.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 24
- Clients
- 1,059
- CRD
- 168256
- Ownership
- Sizemore, Stacy, Leigh; CASTLEMAN, MEGAN, LOUISE; TRU INDEPENDENCE, LLC; ENTWOOD HOLDINGS, LLC; PENN, JAY, WILLIAM
How much AUM does Tru Independence Asset Management, LLC have?
Tru Independence Asset Management, LLC reported $336.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Tru Independence Asset Management, LLC?
Disclosed owners and executives of Tru Independence Asset Management, LLC include Sizemore, Stacy, Leigh, CASTLEMAN, MEGAN, LOUISE, TRU INDEPENDENCE, LLC, ENTWOOD HOLDINGS, LLC, PENN, JAY, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.