TRUEPATH FINANCIAL PLANNING

TRUEPATH FINANCIAL PLANNING of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 144118). Regulatory assets under management: $36.7M.

Registration

• CRD: 144118
• Type: Registered investment adviser
• Location: 3240-B JUAN TABO BLVD NE, ALBUQUERQUE, NM, 87111
• Phone: 505-797-7765
• Latest filing: 2026-04-21
• Regulatory AUM: $36.7M
• Discretionary AUM: $36.7M
• Clients: 3
• Accounts: 215

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144118 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search