SourcingSourcing

TRUEWEALTH FINANCIAL PARTNERS, LLC

C22
CRD 316079·SEC 801-122242·BELLEVUE, WA
AUM
$273.7M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$821K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD
316079
SEC file #
801-122242
EIN
—
DBA names
Truewealth Financial Partners

Economics

AUM
$273.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$144.4M → $273.7M▲ +90%
Client mix
Individuals High Net Worth82
Individuals Other74

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
truewealthaz.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROSSMAN, GLENN, MARSHALL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROSSMAN, GLENN, MARSHALL
SEVERSON, PATRICK, BRUCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUEWEALTHAZ.COM
Rdap Domain Creation Date
2025-05-28T17:46:42Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Lpl Financial7
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-28T17:46:42Z
Rdap Domain Last Changed
2026-05-13T23:37:17Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
5936809
Trust Company Affiliate
No

People (5)

5
ROSSMAN, GLENN, MARSHALL
IAR · Direct Owner · 62.5%
5936809
SEVERSON, PATRICK, BRUCE
IAR · Direct Owner · 62.5%
6108246
SAMUEL WISNESKI
IAR
7684934
Kathryn R Kokenge
IAR
4564962
JAMIE MICHELLE LANGLOW
IAR
7750412