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Building 2TRUEWEALTH FINANCIAL PARTNERS

Map pinBELLEVUE, WA
Phone425-615-7360
NotebookSEC #801-122242
Total AUM
$273.7M
Employees
4
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11400 SE 8TH STREET
SUITE 225
BELLEVUE
WA 98004
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
425-615-7360
Other Offices
3

ReceiptFinancials

Total AUM
$273.7M
Accounts
477
Discretionary
$273.7M
Accounts
477
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$33.1M
HNW Individual Clients
82
AUM
$240.4M
Charitable Organization Clients
1
AUM
$202K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANDTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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