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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

TRUE LINK FINANCIAL ADVISORS

TRUE LINK FINANCIAL ADVISORS, LLC, CRD 281870

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15b334b4-cccd-3832-2bec-1dad675547c2

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 17
On other graphs: 0
Observed: Oct 19, 2015 to Mar 30, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.22 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $414MderivedItem 5.D individuals plus high net worth individuals
Private client share: 22%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $314Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,461
Individual clients: 1,208
High net worth clients: 34
Custody, client assets: $0
SEC number: 801-114179
CIK: 1718716
CRD: 281870
Filings on the tape: 28
First filed: Oct 19, 2015
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER JOSHUA WALL	n/a	SAN FRANCISCO, CA \| GOLDEN, CO	7	13	1	no
ELIZABETH MICHELLE MISAK	n/a	SAN FRANCISCO, CA \| San Diego, CA	4	30	2	no
BRYAN JEFFREY KREITZBERG	Chartered Financial Analyst	SAN FRANCISCO, CA \| Broomfield, CO	4	22	1	no
SCOTT WILLIAM PARKER	n/a	Fairfield, CT \| SAN FRANCISCO, CA	4	16	n/a	no
Rafal Gustaw Chochol	n/a	SAN FRANCISCO, CA \| Chicago, IL	3	10	2	no
James Torben Wolverton	n/a	SAN FRANCISCO, CA \| Denver, CO	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PARKER, SCOTT, WILLIAM	MANAGING DIRECTOR	Na	yes	01/2022	Mar 30, 2026	Mar 30, 2026
STINCHCOMBE, KAI, HEIMER	MANAGING MEMBER CCO	A	yes	02/2013	Mar 30, 2026	Mar 30, 2026
TRUE LINK FINANCIAL INC	MANAGING MEMBER	E	yes	10/2015	Mar 30, 2026	Mar 30, 2026
ROSSMAN, JESSICA, WENDY	VP, GC AND CCO	Na	yes	03/2020	Mar 27, 2020	Mar 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Littleton	Co	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.9B	$1.8B	7	5	6	n/a	n/a
2024	Mar 18, 2025	$1.3B	$1.3B	7	5	6	n/a	n/a
2023	Mar 29, 2024	$1.1B	$1.1B	8	5	6	n/a	n/a
2022	Mar 31, 2023	$1.0B	$952M	8	5	6	n/a	n/a
2021	Mar 30, 2022	$907M	$807M	21	3	1	n/a	n/a
2020	Mar 31, 2021	$726M	$636M	19	4	1	n/a	n/a
2019	Mar 27, 2020	$215M	$136M	12	3	1	n/a	n/a
2018	Mar 29, 2019	$105M	$30.8M	11	3	1	n/a	n/a
2015	May 2, 2016	$8.9M	$0	2	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.3B	39.9%	$1.0B	22.2%	7	7	6	6

Relationships

Registered with (7)

← James Torben WolvertonAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Rafal Gustaw ChocholAdvisorregistration: current employment
Feb 17, 2023 to presentfactForm ADV
← SCOTT WILLIAM PARKERAdvisorregistration: current employment
Feb 28, 2022 to presentfactForm ADV
← BRYAN JEFFREY KREITZBERGAdvisorregistration: current employment
Feb 16, 2022 to presentfactForm ADV
← ELIZABETH MICHELLE MISAKAdvisorregistration: current employment
Jan 4, 2022 to presentfactForm ADV
← PETER JOSHUA WALLAdvisorregistration: current employment
Feb 14, 2019 to presentfactForm ADV
← GEORGE EDWARD GUERREROAdvisorregistration: previous registration
Aug 3, 2019 to Feb 16, 2023factForm ADV

Controls (4)

← PARKER, SCOTT, WILLIAMOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2022 to Mar 29, 2024factForm ADV
← STINCHCOMBE, KAI, HEIMEROwnerMANAGING MEMBER, ownership code A, individual
Oct 19, 2015 to Mar 29, 2024factForm ADV
← ROSSMAN, JESSICA, WENDYOwnerVP, GC AND CCO, ownership code NA, individual
Mar 27, 2020 to Mar 29, 2024factForm ADV
← TRUE LINK FINANCIAL INCOwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 19, 2015 to Mar 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2026
Regulatory AUM changed
True Link Financial Advisors reported RAUM $1.9B, up 40% from $1.3B (2025-03-18 to 2026-03-30)
Form ADVobserved 5 days ago
$538M
Occurred
Mar 31, 2023
Control person left
Edward George Guerrero (Principal) no longer on Schedule A of True Link Financial Advisors (listed 2023-02-15, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Feb 16, 2023
Advisor changed firm
George Edward Guerrero left True Link Financial Advisors for Just Futures (registered 2023-09-29)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Christie Claire Mcdonnell (Coo) no longer on Schedule A of True Link Financial Advisors (listed 2022-02-08, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
George Shehata (Vp, Investment Advisory) no longer on Schedule A of True Link Financial Advisors (listed 2022-02-08, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
William Scott Parker (Managing Director) appeared on Schedule A of True Link Financial Advisors
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
True Link Financial Advisors reported RAUM $726.2M, up 53% from $473.2M (2020-07-02 to 2021-03-31)
Form ADVobserved 5 days ago
$253M
Occurred
Mar 31, 2021
Control person joined
George Shehata (Vp, Investment Advisory) appeared on Schedule A of True Link Financial Advisors
Form ADVobserved 5 days ago
Occurred
Apr 8, 2020
Regulatory AUM changed
True Link Financial Advisors reported RAUM $430.2M, up 100% from $215.4M (2020-03-27 to 2020-04-08)
Form ADVobserved 5 days ago
$215M
Occurred
Mar 27, 2020
Regulatory AUM changed
True Link Financial Advisors reported RAUM $215.4M, up 105% from $105.2M (2019-07-01 to 2020-03-27)
Form ADVobserved 5 days ago
$110M
Occurred
Mar 27, 2020
Control person left
Heather Hagerman (Cco) no longer on Schedule A of True Link Financial Advisors (listed 2019-07-01, absent 2020-03-27)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Control person joined
Jessica Rossman (Cco) appeared on Schedule A of True Link Financial Advisors
Form ADVobserved 5 days ago
Occurred
Jun 20, 2019
Control person left
A Carol Aguada-Hallberg (Cco) no longer on Schedule A of True Link Financial Advisors (listed 2019-06-02, absent 2019-06-20)
Form ADVobserved 5 days ago
Occurred
Jun 20, 2019
Control person joined
Heather Hagerman (Cco) appeared on Schedule A of True Link Financial Advisors
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Christie Claire Mcdonnell (Coo) appeared on Schedule A of True Link Financial Advisors
Form ADVobserved 5 days ago
Occurred
Oct 19, 2015
First Form ADV filing
True Link Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
May 31, 2022
True Link Financial Advisors reported 6 offices beyond its principal office, up from 1 (2022-03-30 to 2022-05-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15b334b4-cccd-3832-2bec-1dad675547c2
First observed: Oct 19, 2015
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUE LINK FINANCIAL ADVISORS

TRUE LINK FINANCIAL ADVISORS, LLC, CRD 281870

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15b334b4-cccd-3832-2bec-1dad675547c2

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER JOSHUA WALL

n/a

SAN FRANCISCO, CA | GOLDEN, CO

ELIZABETH MICHELLE MISAK

n/a

SAN FRANCISCO, CA | San Diego, CA

BRYAN JEFFREY KREITZBERG

Chartered Financial Analyst

SAN FRANCISCO, CA | Broomfield, CO

SCOTT WILLIAM PARKER

n/a

Fairfield, CT | SAN FRANCISCO, CA

n/a

Rafal Gustaw Chochol

n/a

SAN FRANCISCO, CA | Chicago, IL

James Torben Wolverton

n/a

SAN FRANCISCO, CA | Denver, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PARKER, SCOTT, WILLIAM

MANAGING DIRECTOR

yes

01/2022

Mar 30, 2026

STINCHCOMBE, KAI, HEIMER

MANAGING MEMBER CCO

yes

02/2013

Mar 30, 2026

TRUE LINK FINANCIAL INC

MANAGING MEMBER

yes

10/2015

Mar 30, 2026

ROSSMAN, JESSICA, WENDY

VP, GC AND CCO

yes

03/2020

Mar 27, 2020

Mar 29, 2024

City

State

Country

Employees

Also broker-dealer

Littleton

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.9B

$1.8B

n/a

2024

Mar 18, 2025

$1.3B

n/a

2023

Mar 29, 2024

$1.1B

n/a

2022

Mar 31, 2023

$1.0B

$952M

n/a

2021

Mar 30, 2022

$907M

$807M

n/a

2020

Mar 31, 2021

$726M

$636M

n/a

2019

Mar 27, 2020

$215M

$136M

n/a

2018

Mar 29, 2019

$105M

$30.8M

n/a

2015

May 2, 2016

$8.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$1.3B

39.9%

$1.0B

22.2%