TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD 309098File 801-118810

APPROVED

Retail clients

Custody

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$264.7M

Below cohort median (national)

Discretionary AUM

$261.3M

Non-discretionary $3.5M

Clients

305

305 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: May 27, 2020
Principal office: 15350 SW SEQUOIA PARKWAY,, SUITE 250, PORTLAND, OR, 97224
Phone: 971-371-3444
Website: https://relywealth.us,

Assets & accounts

ADV Item 5F

Total regulatory AUM: $264.7M
Discretionary AUM: $261.3M
Non-discretionary AUM: $3.5M
Discretionary accounts: 301
Non-discretionary accounts: 4
Total accounts: 305
AUM per client: $868K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	29	$96.1M
High net worth individuals	216	$145.9M
Pension and profit sharing plans	13	$13.4M
Individuals (other than high net worth individuals)	47	$9.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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.