# Truvista Advisors LLC

> Truvista Advisors LLC is a state-registered investment advisory firm in Redmond, WA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 329785
- Filed as: TRUVISTA ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Redmond, WA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329785
- AdvisorCensus page: https://advisorcensus.com/firm/truvista-advisors-llc-redmond-wa-329785

## Quick answers

**How is Truvista Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Truvista Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Truvista Advisors LLC located?**
Truvista Advisors LLC's principal office is in Redmond, WA, according to its Form ADV.

**Is Truvista Advisors LLC registered with the SEC or a state?**
Truvista Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329785.

**How much does Truvista Advisors LLC manage?**
Truvista Advisors LLC reports $65,116,584 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Truvista Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (23); charitable organizations (5).

**Does Truvista Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329785

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $65,116,584
- Discretionary: $65,116,584
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $9,734,793 |
| High net worth individuals | 23 | $47,220,127 |
| Charitable organizations | 5 | $8,161,664 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truvistaadvisors.com
- LinkedIn @truvistaadvisorsllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truvista Advisors LLC (CRD 329785): Form ADV filing data as of October 2026.