Truewealth Financial Partners
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 316079
- Registered since
- September 3, 2021
- Website
- www.truewealthfp.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.85%
- Individuals12.08%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Truewealth Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and concentrates on individual and family clients, delivering fee-based financial planning and portfolio management for individuals and small businesses. Its reported fee arrangements include percentage-of-AUM and fixed-fee models. The firm does not identify as an active ESG investor and does not act as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Other1%
Contacts
3 of 5
Samuel Wisneski
Financial AdvisorCRD 7684934
Kathryn Kokenge
Lead AdvisorCRD 4564962
Jamie Langlow
Financial AdvisorCRD 7750412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$224M in ETFs
99%
$222M
1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.7M | 79,595 | 24.41% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 11400 Se 8th St
- Time zone
- PT (UTC-8)
- Office locations
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