PPrivate Fund Data Log in Join · $37/mo

Patrick Bruce Severson

Managing Member & Chief Compliance OfficerTruewealth Financial Partners, LLCCRD 6108246

About Patrick Bruce Severson

Patrick Bruce Severson is listed as Managing Member & Chief Compliance Officer at Truewealth Financial Partners, LLC in Bellevue, WA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Truewealth Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick Bruce Severson work?

Patrick Bruce Severson is listed as Managing Member & Chief Compliance Officer at Truewealth Financial Partners, LLC on SEC Form ADV.

How much of Truewealth Financial Partners, LLC does Patrick Bruce Severson own?

Form ADV reports a beneficial ownership band of 50-75%.

Truewealth Financial Partners, LLC

TitleManaging Member & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2021