Truvius is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 16, 2026, reports $190,000 in regulatory assets under management, 3 employees, and 18 accounts.
Assets Under Management
$190K
Employees
3
Offices
--
Total Clients
18
Primary office
BOSTON, MA
265 FRANKLIN STREET, SUITE 1702, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.9% of total clients.
Top client categories% of clientsClients
1
Individuals
88.9%
16
2
Corporations
11.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Kas of February 16, 2026
Discretionary100.0%
$190K
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$190K
Total Accounts18
10Y AUM Change+$190K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
10Y Employee Change-1 (-25.0%)
* 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.