TRUVIZE FINANCIAL PLANNING

TRUVIZE FINANCIAL PLANNING of EL PASO, TX is an SEC-registered investment adviser (CRD 331821). Regulatory assets under management: $43.6M.

Registration

• CRD: 331821
• Type: Registered investment adviser
• Location: 11323 ROJAS DR, EL PASO, TX, 79936
• Phone: 915-502-0096
• Latest filing: 2026-03-17
• Regulatory AUM: $43.6M
• Discretionary AUM: $43.6M
• Clients: 2
• Accounts: 173

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331821 on SEC IAPD (source of record)
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