TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CRD 168256File 801-78748

APPROVED

Retail clients

Custody

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$336.9M

Below cohort median (national)

Discretionary AUM

$336.9M

Clients

1,059

1,059 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Nov 5, 2013
Principal office: 15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224
Phone: (971) 371-3444
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/YELLOWWOOD-WEALTH-SOLUTIONS-LLC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $336.9M
Discretionary AUM: $336.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,059
Non-discretionary accounts: 0
Total accounts: 1,059
AUM per client: $318K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$127K
High net worth individuals	609	$266.1M
Individuals (other than high net worth individuals)	447	$70.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — CONSULTING
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.