TRUEWEALTH FINANCIAL PARTNERS, LLC

TRUEWEALTH FINANCIAL PARTNERS
BELLEVUE, Washington·2 registered advisors·CRD# 316079
SEC# 801-1222420425-615-7360
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRUEWEALTH FINANCIAL PARTNERS, LLC

2 registered advisors
Glenn Marshall Rossman
BELLEVUE, Washington
Patrick Bruce Severson
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. TRUEWEALTH FINANCIAL PARTNERS, LLC (CRD# 316079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.