Tru Independence Asset Management, LLC

Tru Independence Asset Management, LLC (CRD# 168256) is a financial advisory firm headquartered in Portland, OR. They manage $189,848,103 in 274 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $692,876
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Tru Independence Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Maia D. Thomas
CRD#: 2017456
414 Yale Avenue, Unit B, Claremont, CA 91711
93
Wealthminder
score

Maia Thomas (CRD# 2017456) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Claremont, CA and has over 26 years of experience in the finance industry.

2
Paul C. Wittman
CRD#: 5453685
720 Sw Washington Street, Suite 310, Portland, OR 97205
93
Wealthminder
score

Paul Wittman (CRD# 5453685) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 9 years of experience in the finance industry.

3
Omar R. Marquez
CRD#: 4087628
111 Southwest 5th Avenue, Suite 1940, Portland, OR 97204
81
Wealthminder
score

Omar Marquez (CRD# 4087628) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 17 years of experience in the finance industry.

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