SEC Form ADV

TRUEWEALTH FINANCIAL PARTNERS

Firm profile: TrueWealth Financial Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$273.7M

Assets Under Management

477

Total Clients

Employees

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Registration Details

Accession: CRD-316079
Location: BELLEVUE, WA
Filing Date: May 1, 2026
AUM: $273.7M
Total Clients: 477
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

TRUEWEALTH FINANCIAL PARTNERS is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $273.7M in assets across 477 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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