Truvista Advisors LLC
Firm details
- Headquarters
- Redmond, Washington
- CRD number
- 329785
- Website
- truvistaadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.52%
- Individuals14.95%
- Charitable Organizations12.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Truvista Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management and financial planning, primarily serving individual and family clients along with some institutional relationships. Its advisory model charges a percentage of assets under management and the firm does not position itself as an active ESG investor, pension consultant, or multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds91%
- Exchange Traded Equities7%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
David Giannini
Investment Advisor RepresentativeCRD 2735499
Joel Hussey
Co-FounderCRD 5934821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Redmond, WA
King
Location
Redmond, WA
Headquartered in Redmond, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 16275 Ne 85th St
- Time zone
- PT (UTC-8)
- Office locations
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