True Link Financial Advisors, LLC
● SEC registered since 2018CRD 281870SEC# 801-114179San Francisco, CA
Reg. AUM
$1.89B
Employees
7
Accounts
1,461
Location
San Francisco, CA
True Link Financial Advisors, LLC assets under management
True Link Financial Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2018. It reports $1.9 billion in regulatory assets under management and employs 7 people.
True Link Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Wendy Rossman Control | Vp, Gc And Cco | Under 5% | 2020 |
| Kai Heimer Stinchcombe Control | Managing Member | 5-10% | 2013 |
| Scott William Parker Control | Managing Director | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does True Link Financial Advisors, LLC manage?
True Link Financial Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does True Link Financial Advisors, LLC have?
True Link Financial Advisors, LLC reports 7 employees.
Where is True Link Financial Advisors, LLC located?
True Link Financial Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2018.
Does True Link Financial Advisors, LLC disclose fund performance?
True Link Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 Montgomery St., 11th Floor, San Francisco, CA 94111 |
| Phone | 855-435-5140 |
| Office hours | Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1718716 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.89B▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.89Bregulatory AUM
Discretionary $1.82BNon-discretionary $68.1M