← Directory
TRUE LINK FINANCIAL ADVISORS
Legal name: TRUE LINK FINANCIAL ADVISORS, LLC
CRD 281870File 801-114179
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.89B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Non-discretionary $68.1M
Clients
1,461
1,461 accounts
Employees
7
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 24, 2018
- Principal office
- 505 MONTGOMERY ST., 11TH FLOOR, SAN FRANCISCO, CA, 94111
- Phone
- 855-435-5140
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.89B
- Discretionary AUM
- $1.82B
- Non-discretionary AUM
- $68.1M
- Discretionary accounts
- 1,376
- Non-discretionary accounts
- 85
- Total accounts
- 1,461
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 219 | $1.47B |
| High net worth individuals | 34 | $116.8M |
| Individuals (other than high net worth individuals) | 1,208 | $296.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11
- Q11C2
- Q11C4
- Q11C5
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.