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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| ROSSMAN, GLENN, MARSHALL | I | MANAGING MEMBER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEVERSON, PATRICK, BRUCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (5)
AZ CA ND TX WA
Address
915 118TH AVE SE, SUITE 140BELLEVUE, WA 98005
United States
Phone: 425-615-7360