Tru Independence Asset Management, LLC

CRD 168256 · Portland, OR · $336.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 168256
SEC number: 801-78748
Firm type: RIA
Assets under management: $336.9M as of Mar 31, 2026
Website: facebook.com/COMPANY/YELLOWWOODWS ↗
Phone: (971) 371-3444
Address: 15350 Sw Sequoia Parkway, Portland, OR, 97224

Advisors at this firm

8 in our index · page 1 of 1

Maxwell Harrison CampCRD 6260187 · Philadelphia, PA

IA RegisteredRegistration inactive
Thomas ClevelandCRD 5684334 · Charlotte, NC

IA RegisteredRegistration inactive
Jennifer FlickingerCRD 4134402 · Corsicana, TX

IA RegisteredRegistration inactive
Maria Alicia LuoniCRD 2631827 · Charlotte, NC

IA RegisteredRegistration inactive
Laura Marie OlneyCRD 7141221 · Charlotte, NC

IA RegisteredBroker
Jason RerichaCRD 5399678 · Charlotte, NC

IA RegisteredBroker
Victoria Hope WaldmanCRD 6856001 · Charlotte, NC

IA RegisteredBroker
Leslie Walker WatsonCRD 4476383 · Charlotte, NC

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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