SKYLINER WEALTH, LLC
Legal name: TRUE WEALTH GROUP
CRD #332426 SEC #801-130948 BEND, OR 541-588-5008
SEC Registered
Total AUM
$108.5M
Discretionary
$108.5M
Employees
3
Clients
51
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $108.5M | $108.5M | $0 | 3 | 0 |
| Oct 2025 | $108.5M | $108.5M | $0 | 3 | 0 |
| Jul 2025 | $108.5M | $108.5M | $0 | 3 | 0 |
| Mar 2025 | $108.5M | $108.5M | $0 | 3 | 0 |
| Dec 2024 | $108.3M | $108.3M | $0 | 2 | 0 |
| Dec 2024 | $108.3M | $108.3M | $0 | 2 | 0 |
| Sep 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0