Truewealth Financial Partners
Truewealth Financial Partners is an SEC-registered wealth manager in Bellevue, WA with $273.7M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Truewealth Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316079, SEC 801-122242, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $273.7M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 4
- Clients
- 156
- CRD
- 316079
- Ownership
- SEVERSON, PATRICK, BRUCE; ROSSMAN, GLENN, MARSHALL
How much AUM does Truewealth Financial Partners have?
Truewealth Financial Partners reported $273.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Truewealth Financial Partners?
Disclosed owners and executives of Truewealth Financial Partners include SEVERSON, PATRICK, BRUCE, ROSSMAN, GLENN, MARSHALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.