TRUVISTA ADVISORS LLC

TRUVISTA ADVISORS LLC of REDMOND, WA is an SEC-registered investment adviser (CRD 329785). Regulatory assets under management: $65.1M.

Registration

• CRD: 329785
• Type: Registered investment adviser
• Location: 16275 NE 85TH STREET, SUITE A, REDMOND, WA, 98052
• Phone: 425-242-0442
• Latest filing: 2026-03-09
• Regulatory AUM: $65.1M
• Discretionary AUM: $65.1M
• Clients: 2
• Accounts: 133

Business model

Compensation: % of AUM.

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 329785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search