TRUEWEALTH FINANCIAL PARTNERS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 316079). Regulatory assets under management: $273.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Glenn Marshall Rossman | MANAGING MEMBER | — |
| Patrick Bruce Severson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ROSSMAN GLENN MARSHALL | MANAGING MEMBER | — |
| SEVERSON PATRICK BRUCE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PHOENIX | AZ | 1 | 425-615-7360 |
| SCOTTSDALE | AZ | 1 | 425-615-7360 |
| — | — | 1 | 920-360-2461 |