Truewealth Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 23, 2026, reports $274M in regulatory assets under management, 4 employees, 2 offices, and 477 accounts.
Assets Under Management
$274M
Employees
4
Offices
2 offices
Total Clients
156
Primary office
BELLEVUE, WA
11400 SE 8TH STREET, SUITE 225, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.6% of total clients.
Top client categories% of clientsClients
1
HNWI
52.6%
82
2
Individuals
47.4%
74
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$274Mas of April 23, 2026
Discretionary100.0%
$274M
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$274M
Total Accounts477
10Y AUM Change+$274M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change+1 (+33.3%)
* 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.