| 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 |
Truewealth Financial Partners, LLC reports $224.7 million in regulatory assets under management on its Form ADV.
Truewealth Financial Partners, LLC reports 4 employees.
Truewealth Financial Partners, LLC is based in Bellevue, WA and has been SEC-registered since 2021.
Truewealth Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 915 118th Ave SE, Suite 140, Suite 225, Bellevue, WA 98005 |
| Phone | 425-615-7360 |
| Office hours | Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $224.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $224.7M |