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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD 309098File 801-118810
APPROVED
Retail clients
Filing as of Sep 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$92.7M
Bottom 25% of cohort (national)
Discretionary AUM
$92.7M
Clients
205
205 accounts
Employees
17
Bottom 25% of cohort 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://MERITWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $92.7M
- Discretionary AUM
- $92.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 205
- Non-discretionary accounts
- 0
- Total accounts
- 205
- AUM per client
- $452K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $948K |
| High net worth individuals | 125 | $81.3M |
| Pension and profit sharing plans | 1 | $1.6M |
| Individuals (other than high net worth individuals) | 75 | $8.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 4, 2026 | Employees | 33 | 17 | decreased by16 |
| Sep 4, 2026 | Custody | Yes | No | |
| Sep 4, 2026 | Clients | 305 | 205 | decreased by100 |
| Sep 4, 2026 | AUM | $264,745,245 | $92,691,133 | decreased by$172,054,112 |
| Sep 4, 2026 | Accounts | 305 | 205 | decreased by100 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 264 | 305 | increased by41 |
| Apr 1, 2026 | AUM | $217,056,008 | $264,745,245 | increased by$47,689,237 |
| Apr 1, 2026 | Accounts | 264 | 305 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 33 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 597 | 264 | decreased by333 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $284,588,722 | $217,056,008 | decreased by$67,532,714 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 597 | 264 | decreased by333 |
| Apr 1, 2022 | Employees | 26 | 27 | increased by1 |
| Apr 1, 2022 | Clients | 432 | 597 | increased by165 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRU INDEPENDENCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRU INDEPENDENCE” 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.