TRUEWEALTH FINANCIAL PARTNERS, LLC
Legal name: TRUEWEALTH FINANCIAL PARTNERS
CRD #316079 SEC #801-122242 BELLEVUE, WA 425-615-7360
SEC Registered
Total AUM
$224.7M
Discretionary
$224.7M
Employees
4
Clients
101
Accounts
439
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $224.7M | $224.7M | $0 | 4 | 0 |
| Jul 2025 | $224.7M | $224.7M | $0 | 4 | 0 |
| Mar 2025 | $224.7M | $224.7M | $0 | 4 | 0 |
| Feb 2025 | $224.7M | $224.7M | $0 | 4 | 0 |
| Mar 2024 | $178.7M | $178.7M | $0 | 3 | 0 |
| Feb 2024 | $178.7M | $178.7M | $0 | 3 | 0 |
| Dec 2023 | $137M | $137M | $0 | 3 | 0 |
| Mar 2023 | $137M | $137M | $0 | 3 | 0 |
| Dec 2022 | $144.4M | $144.4M | $0 | 3 | 0 |
| Feb 2022 | $144.4M | $144.4M | $0 | 3 | 0 |
| Dec 2021 | $140.2M | $140.2M | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0