# Truewealth Financial Partners

> 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.

- CRD: 316079
- Filed as: TRUEWEALTH FINANCIAL PARTNERS
- Legal name: Truewealth Financial Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316079
- AdvisorCensus page: https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> A minimum total investment amount of $500,000 is generally required.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $273,719,158
- Discretionary: $273,719,158
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $33,068,268 |
| High net worth individuals | 82 | $240,448,867 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $202,023 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, ND, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Phoenix, AZ
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- truewealthaz.com
- truewealthfp.com
- truewealthsandiego.com
- LinkedIn @truewealth-financial-partners
- YouTube @UCclIRdvoGE9GO5RecAh6L4A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | August 4, 2021 |
| October 2022 | $144,366,900 | 3 | February 17, 2022 |
| October 2023 | $137,006,383 | 3 | March 2, 2023 |
| October 2024 | $178,740,612 | 3 | March 22, 2024 |
| October 2025 | $224,719,836 | 4 | July 22, 2025 |
| October 2026 | $273,719,158 | 4 | May 1, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truewealth Financial Partners (CRD 316079): Form ADV filing data as of October 2026.