Tru Independence Asset Management 2, LLC

CRD 309098 · Portland, OR · $264.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 309098
SEC number: 801-118810
Firm type: RIA
Assets under management: $264.7M as of Jun 24, 2026
Website: meritwealth.com ↗
Phone: 971-371-3444
Address: 15350 Sw Sequoia Parkway,, Portland, OR, 97224

Advisors at this firm

7 in our index · page 1 of 1

Abigail Flores ChaoCRD 6634409 · Glendora, CA

IA RegisteredRegistration inactive
Nicolas CastanoCRD 7951900 · Santa Monica, CA

IA Registered
Jeffrey Ryan GriswoldCRD 4654185 · Franklin, TN

IA Registered

Disclosure event(s) on record
Daniel MauserCRD 6422247 · La Jolla, CA

IA RegisteredRegistration inactive
Robert B RobinsonCRD 6386867 · Manhattan Beach, CA

IA RegisteredRegistration inactive
Stacy SizemoreCRD 4052029 · Portland, OR

IA RegisteredRegistration inactive
Jennifer VandusseldorpCRD 7250146 · Littleton, CO

IA RegisteredRegistration inactive

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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