TRUEWEALTH FINANCIAL PARTNERS

Legal name: TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD 316079File 801-122242

APPROVED

Retail clients

Custody

Filing as of May 1, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$273.7M

Below cohort median (national)

Discretionary AUM

$273.7M

Clients

156

477 accounts

Employees

Below cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Sep 3, 2021
Principal office: 11400 SE 8TH STREET, SUITE 225, BELLEVUE, WA, 98004
Phone: 425-615-7360
Website: http://www.truewealthfp.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $273.7M
Discretionary AUM: $273.7M
Non-discretionary AUM: $0
Discretionary accounts: 477
Non-discretionary accounts: 0
Total accounts: 477
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$202K
High net worth individuals	82	$240.4M
Individuals (other than high net worth individuals)	74	$33.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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: No
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	Change
Apr 1, 2026	Custody	No	Yes
Apr 1, 2026	Clients	148	156	increased by8
Apr 1, 2026	AUM	$224,719,836	$273,719,158	increased by$48,999,322
Apr 1, 2026	Accounts	439	477	increased by38
May 1, 2025 vs Oct 1, 2022	Employees	3	4	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	106	148	increased by42
May 1, 2025 vs Oct 1, 2022	AUM	$144,366,900	$224,719,836	increased by$80,352,936
May 1, 2025 vs Oct 1, 2022	Accounts	306	439	increased by133
Mar 1, 2022	Clients	105	106	increased by1
Mar 1, 2022	AUM	$140,217,868	$144,366,900	increased by$4,149,032
Mar 1, 2022	Accounts	305	306	increased by1
Jan 1, 2022	Registration	APPROVED-120	APPROVED
Jan 1, 2022	Clients	0	105	increased by105
Jan 1, 2022	AUM	$0	$140,217,868	increased by$140,217,868
Jan 1, 2022	Accounts	0	305	increased by305

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TRUEWEALTH FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUEWEALTH FINANCIAL” 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.