WOODBURY, MNCRD 322783Latest ADV February 17, 2026
True Vision Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodbury, MN. Its latest Form ADV filing, dated February 17, 2026, reports $272M in regulatory assets under management, 9 employees, 1 office, and 1,180 accounts.
Assets Under Management
$272M
Employees
9
Offices
1 office
Total Clients
367
Primary office
WOODBURY, MN
7616 CURRELL BOULEVARD, SUITE 220, WOODBURY, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
283
2
HNWI
22.9%
84
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of February 17, 2026
Discretionary100.0%
$272M
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$272M
Total Accounts1,180
10Y AUM Change+$272M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee41:1
10Y Employee Change+5 (+125.0%)
* 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.