Tru Independence Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 31, 2026, reports $337M in regulatory assets under management, 24 employees, 2 offices, and 1,059 accounts.
Assets Under Management
$337M
Employees
24
Offices
2 offices
Total Clients
1,059
Primary office
PORTLAND, OR
15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, United States
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
609
2
Individuals
42.2%
447
3
Corporations
0.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of March 31, 2026
Discretionary100.0%
$337M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$337M
Total Accounts1,059
10Y AUM Change$-269M (-44.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee44:1
10Y Employee Change+8 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.