# TRUTINA FINANCIAL, L.L.C.

TRUTINA FINANCIAL, L.L.C. of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 148866
- Type: SEC-registered investment adviser
- SEC file number: 801-70313
- Location: 10811 MAIN STREET, BELLEVUE, WA, 98004-6323
- Phone: 425-401-1211
- Latest filing: 2023-12-07
- Regulatory AUM: $941.5M
- Discretionary AUM: $874.1M
- Non-discretionary AUM: $67.4M
- Clients: 16
- Accounts: 1,119

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| CARTER WILLIAM | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER | — |
| EDWARDS PATRICIA LYNN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MANAGER; CHIEF COMPLIANCE OFFICER / MANAGING MEMBER (+2 more) | — |
| BUDKE RICHARD LOUIS | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; OWNER (+3 more) | — |
| MYERS MATTHEW MICHAEL | MEMBER; OWNER; PARTNER | — |
| HERMAN STEVEN RICHARD | MEMBER; OWNER; PARTNER (+1 more) | — |
| SCHOCK GEOFFREY PETER | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| PATTERSON CINDRA MARIA | MEMBER | — |
| RICHARDS DEANNA MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148866/similar
- Related entities: https://search.stillhousedata.com/firm/148866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.