Trufp
Trufp is an SEC-registered mass-market adviser in Cumming, GA with $421.7M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Trufp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299212, SEC 801-117561, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $421.7M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Cumming, GA
- Employees
- 8
- Clients
- 820
- CRD
- 299212
- Ownership
- PAXTON, PATRICK, STURMER; PAXTON, WENDY, K; BELLAVANCE, KENNETH, JULIAN; Castleberry, Andrew, Bruce
How much AUM does Trufp have?
Trufp reported $421.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Trufp?
Disclosed owners and executives of Trufp include PAXTON, PATRICK, STURMER, PAXTON, WENDY, K, BELLAVANCE, KENNETH, JULIAN, Castleberry, Andrew, Bruce. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.