AdvisorCensus / Financial advisors / Washington / Seattle / Truewealth Financial Partners
Truewealth Financial Partners
Filed as TRUEWEALTH FINANCIAL PARTNERS · Legal name Truewealth Financial Partners, LLC
Truewealth Financial Partners is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.
Quick answers
From the filingHow is Truewealth Financial Partners compensated?
On its Form ADV (Item 5.E, October 2026), Truewealth Financial Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Truewealth Financial Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated April 23, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Truewealth Financial Partners located?
Truewealth Financial Partners' principal office is in Bellevue, WA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Truewealth Financial Partners registered with the SEC or a state?
Truewealth Financial Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316079.
How much does Truewealth Financial Partners manage?
Truewealth Financial Partners reports $273,719,158 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).
How have Truewealth Financial Partners' assets and staff changed since 2021?
In the Form ADV data for Truewealth Financial Partners: Regulatory assets under management: $0 in the October 2021 data and $273,719,158 in the October 2026 data. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Truewealth Financial Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (74).
Which custodians does Truewealth Financial Partners use?
Truewealth Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Truewealth Financial Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316079
Does Truewealth Financial Partners state an account minimum?
Its Form ADV Part 2A brochure dated April 23, 2026 says: "A minimum total investment amount of $500,000 is generally required."
What changed in Truewealth Financial Partners' recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in WI.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Fees are paid quarterly in advance and will generally not exceed 2.00% of assets under management unless the scope, complexity, amount of time or expertise required warrant a higher fee.
Account minimum: $500,000
The brochure's wording
A minimum total investment amount of $500,000 is generally required.
As stated in the firm's Form ADV Part 2A brochure dated April 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$273,719,158 as of October 2026, filing dated May 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Truewealth Financial Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the June 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $273,719,158 | 4 | May 1, 2026 |
| October 2025 | $224,719,836 | 4 | July 22, 2025 |
| October 2024 | $178,740,612 | 3 | March 22, 2024 |
| October 2023 | $137,006,383 | 3 | March 2, 2023 |
| October 2022 | $144,366,900 | 3 | February 17, 2022 |
| October 2021 | $0 | 3 | August 4, 2021 |
Regulatory assets under management: $0 in the October 2021 data and $273,719,158 in the October 2026 data.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in WI.
- April 2026
- Regulatory assets under management went from $224,719,836 to $273,719,158 (+22%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Truewealth Financial Partners (CRD 316079): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079