TRUE VINE INVESTMENTS

TRUE VINE INVESTMENTS is an SEC-registered investment adviser (CRD 154334). Regulatory assets under management: $2.0M.

Registration

• CRD: 154334
• Type: Registered investment adviser
• Phone: 570-435-5029
• Latest filing: 2026-02-23
• Regulatory AUM: $2.0M
• Discretionary AUM: $1.7M
• Non-discretionary AUM: $300K
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: 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 154334 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search