True Wealth Group
True Wealth Group is an SEC-registered mass-market adviser in Bend, OR with $151.4M assets under management (AUM, regulatory AUM), +40% over one year. See who owns True Wealth Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332426, SEC 801-130948, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $151.4M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Bend, OR
- Employees
- 5
- Clients
- 164
- CRD
- 332426
- Ownership
- HUNNICUTT, MATHEW, W; Laimbeer, Ian, PATRICK
How much AUM does True Wealth Group have?
True Wealth Group reported $151.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns True Wealth Group?
Disclosed owners and executives of True Wealth Group include HUNNICUTT, MATHEW, W, Laimbeer, Ian, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.