SEC Form ADV

TRUEWEALTH FINANCIAL PARTNERS

Registered Investment AdviserWA
$273.7M
Assets Under Management
477
Total Clients
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Registration Details

Accession
CRD-316079
Location
BELLEVUE, WA
Filing Date
May 1, 2026
AUM
$273.7M
Total Clients
477
Amendment
No

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.