Truewealth Financial Partners

CRD 316079 · Bellevue, WA · $273.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 316079
SEC number: 801-122242
Firm type: RIA
Assets under management: $273.7M as of May 1, 2026
Website: www.truewealthaz.com ↗
Phone: 425-615-7360
Address: 11400 Se 8th Street, Bellevue, WA, 98004

Advisors at this firm

5 in our index · page 1 of 1

Kathryn R KokengeCRD 4564962 · Bellevue, WA

IA RegisteredRegistration inactive
Jamie Michelle LanglowCRD 7750412 · Bellevue, WA

IA RegisteredRegistration inactive
Glenn Marshall RossmanCRD 5936809 · Phoenix, AZ

IA RegisteredRegistration inactive
Patrick Bruce SeversonCRD 6108246 · Bellevue, WA

IA RegisteredRegistration inactive
Samuel WisneskiCRD 7684934 · De Pere, WI

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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