Truewealth Financial Partners

Truewealth Financial Partners (CRD# 316079) is a financial advisory firm headquartered in Bellevue, WA. They manage $178,740,612 in 411 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
915 118th Ave Se, Suite 140, Bellevue, WA 98005
http://www.truewealthfp.com/
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $434,892
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ND, TX, WA

Financial Advisors at Truewealth Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
Glenn Rossman, financial advisor Bellevue WA
Glenn M. Rossman
CRD#: 5936809
915 118th Ave Se, Suite 140, Bellevue, WA 98005

Glenn Rossman (CRD# 5936809) is an Investment Advisor Representative working at Truewealth Financial Partners in Bellevue, WA and has over 12 years of experience in the finance industry.

2
Patrick Severson, financial advisor Bellevue WA
Patrick B. Severson
CRD#: 6108246
915 118th Ave Se, Suite 140, Bellevue, WA 98005

Patrick Severson (CRD# 6108246) is an Investment Advisor Representative working at Truewealth Financial Partners in Bellevue, WA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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