TRUE VISION MN LLC
Legal name: TRUE VISION FINANCIAL ADVISORS
CRD #322783 SEC #801-126424 WOODBURY, MN 612-256-2208
SEC Registered
Total AUM
$234.4M
Discretionary
$234.4M
Employees
6
Clients
25
Accounts
1,121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $234.4M | $234.4M | $0 | 6 | 0 |
| Jan 2025 | $200M | $200M | $0 | 6 | 0 |
| Oct 2024 | $200M | $200M | $0 | 6 | 0 |
| Sep 2024 | $200M | $200M | $0 | 6 | 0 |
| Jul 2024 | $200M | $200M | $0 | 6 | 0 |
| Jun 2024 | $200M | $200M | $0 | 6 | 0 |
| Apr 2024 | $200M | $200M | $0 | 6 | 0 |
| Jan 2024 | $200M | $200M | $0 | 6 | 0 |
| Nov 2023 | $168.4M | $168.4M | $0 | 4 | 0 |
| Oct 2023 | $168.4M | $168.4M | $0 | 4 | 0 |
| Mar 2023 | $168.4M | $168.4M | $0 | 4 | 0 |
| Dec 2022 | $149.3M | $149.3M | $0 | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Sep 2022 | $0 | $0 | $0 | 4 | 0 |
| Jul 2022 | $0 | $0 | $0 | 4 | 0 |
| Jul 2022 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0