True Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bend, OR. Its latest Form ADV filing, dated March 26, 2026, reports $151M in regulatory assets under management, 5 employees, 1 office, and 557 accounts.
Assets Under Management
$151M
Employees
5
Offices
1 office
Total Clients
164
Primary office
BEND, OR
750 NW CHARBONNEAU STREET, SUITE 201, BEND, OR, United States
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
86
2
HNWI
47.6%
78
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 26, 2026
Discretionary100.0%
$151M
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$151M
Total Accounts557
10Y AUM Change+$151M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+3 (+150.0%)
* 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.