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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,065 | 1,461 | increased by396 |
| Apr 1, 2026 | AUM | $1,348,767,425 | $1,886,887,606 | increased by$538,120,181 |
| Apr 1, 2026 | Accounts | 1,065 | 1,461 | increased by396 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 882 | 1,065 | increased by183 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $996,492,959 | $1,348,767,425 | increased by$352,274,466 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 882 | 1,065 | increased by183 |
| Jun 1, 2022 | Employees | 21 | 8 | decreased by13 |
| Jun 1, 2022 | Disclosures | No | Yes | |
| Jun 1, 2022 | Clients | 787 | 882 | increased by95 |
| Jun 1, 2022 | AUM | $906,716,407 | $996,492,959 | increased by$89,776,552 |
| Jun 1, 2022 | Accounts | 787 | 882 | increased by95 |
| Apr 1, 2022 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2022 | Clients | 429 | 787 | increased by358 |
| Apr 1, 2022 | AUM | $726,160,597 | $906,716,407 | increased by$180,555,810 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUE LINK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUE LINK” may also match similarly-named firms). Confirm identity against each filing.
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.