Truewealth Financial Partners, LLC
● SEC registered since 2021CRD 316079SEC# 801-122242Bellevue, WA
Reg. AUM
$273.7M
Employees
4
Accounts
477
Location
Bellevue, WA
Truewealth Financial Partners, LLC assets under management
Truewealth Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2021. It reports $273.7 million in regulatory assets under management and employs 4 people.
Truewealth Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Marshall Rossman Control | Managing Member | 50-75% | 2021 |
| Patrick Bruce Severson Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Truewealth Financial Partners, LLC manage?
Truewealth Financial Partners, LLC reports $273.7 million in regulatory assets under management on its Form ADV.
How many employees does Truewealth Financial Partners, LLC have?
Truewealth Financial Partners, LLC reports 4 employees.
Where is Truewealth Financial Partners, LLC located?
Truewealth Financial Partners, LLC is based in Bellevue, WA and has been SEC-registered since 2021.
Does Truewealth Financial Partners, LLC disclose fund performance?
Truewealth Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11400 SE 8th Street, Suite 225, Bellevue, WA 98004 |
| Phone | 425-615-7360 |
| Office hours | Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$273.7M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$273.7Mregulatory AUM
Discretionary $273.7M