TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD

309098

SEC file #

801-118810

EIN

000000000

DBA names

—

Economics

AUM

$264.7M

AUM band

$100M-$500M

AUM trajectory

'21 · $140.2M

'22 · $140.2M

'23 · $284.6M

'25 · $217.1M

'26 · $264.7M

'21'26

$140.2M → $264.7M▲ +89%

sec adv history

Client mix

Individuals High Net Worth	216
Individuals Other	47
Corporations	29
Pension Profit Sharing Plans	13

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 4 advisors

'22 · 5 advisors

'23 · 4 advisors

'25 · 4 advisors

'26 · 3 advisors

'21'26

4 advisors → 3 advisors▼ -25%

sec adv history

Primary office

PORTLAND OR

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/01/2026

ADV-W filed at

—

Website

meritwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SANCTUARY WEALTH GROUP LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SANCTUARY WEALTH GROUP LLC

Miller, Kevin, Joseph

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MERITWEALTH.COM

Rdap Domain Creation Date

2005-08-26T23:24:15Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001849497

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-03-09

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0001849497-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3484

Soi Zip Pct 200k Plus

0.1299

Soi Zip Returns 200k Plus

2,420

Soi Zip Total AGI

1,980,314

Fdic Zip Total Deposits

18,063,166,000

Fdic Zip Branch Count

327

Fdic Zip Top Banks

Umpqua Bank

U.S. Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	10
Pershing	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

15350 SW SEQUOIA PARKWAYSUITE 250PORTLAND, OR 97224

Business

15350 SW SEQUOIA PARKWAYSUITE 250PORTLAND, OR 97224

Edgar EIN

000000000

Edgar Recent Filings

13F-HR2026-04-22 · 0001849497-26-000002

13F-HR2026-02-24 · 0001849497-26-000001

Fdic Zip Branches Raw

West One Bank, Oregon, S.B.Tigard, OR

Washington Mutual, A FSBTigard, OR

Fdic Zip HHI

888.17

Fdic Zip Top Bank Share Pct

19.59

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-26T23:24:15Z

Rdap Domain Last Changed

2025-07-28T04:42:49Z

Rdap Nameservers

Ns1.turbify.comNs2.turbify.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	47,820
Returns	4,100

Stub 2

AGI	132,747
Returns	3,540

Stub 3

AGI	163,540
Returns	2,650

Soi Zip Total Business Income

60,490

Soi Zip Total Cap Gains

101,089

Soi Zip Total Dividends

45,395

Soi Zip Total Returns

18,630

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