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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

TRUEMARK INVESTMENTS

TRUEMARK INVESTMENTS, LLC, CRD 306600

CHICAGO, IL

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:33899dc3-49c7-95d6-bb75-c6f4ab5e7439

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Dec 17, 2019 to Jun 10, 2026
19 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $710Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27
SEC number: 801-117961
CRD: 306600
Filings on the tape: 19
First filed: Dec 17, 2019
Latest filed: Jun 10, 2026
Organised: Limited Liability Company, DE
Website: true-shares.com

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
Laura Jean Gundlach	n/a	CHICAGO, IL	0	11	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
LOUKAS, MICHAEL, NORMAN	Ceo	Na	yes	09/2019	Dec 17, 2019	Jul 30, 2024
TRUEMARK GROUP	CLASS B UNITHOLDER	D	yes	09/2019	Dec 23, 2019	Jul 30, 2024
BLAIR LEWIS LIVING TRUST	CLASS A UNITHOLDER	A	no	03/2020	Mar 2, 2022	Jul 30, 2024
BUBECK, KYLE, ROGER	Cco	Na	no	02/2023	Mar 30, 2023	Jul 30, 2024
LEWIS, BLAIR, PATRICK	Trustee	F	no	03/2020	Apr 14, 2022	Jul 30, 2024
NASHED, MARK, A	CLASS C UNITHOLDER	A	no	01/2022	Mar 2, 2022	Jul 30, 2024
RIVERNORTH STRATEGIC HOLDINGS LLC	CLASS C UNITHOLDER	B	no	12/2021	Mar 2, 2022	Jul 30, 2024
WEAVER TRUST	CLASS A UNITHOLDER	A	no	05/2020	Mar 2, 2022	Jul 30, 2024
WEAVER, JASON, MICHAEL	Trustee	F	no	05/2020	Apr 14, 2022	Jul 30, 2024
Weaver, Shannon, Marie	Trustee	F	no	05/2020	Apr 14, 2022	Jul 30, 2024

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; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$1.4B	$1.4B	6	3	n/a	n/a
2024	Mar 21, 2025	$762M	$762M	4	1	n/a	n/a
2023	Mar 27, 2024	$243M	$243M	3	1	n/a	n/a
2022	Mar 30, 2023	$196M	$196M	4	1	n/a	n/a
2021	Mar 2, 2022	$206M	$206M	6	1	n/a	n/a
2020	Feb 17, 2021	$69.5M	$69.5M	6	1	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	$1.4B	$762M	86.3%	$196M	93.5%	6	4	0	0

Relationships

Registered with (2)

← JEFFREY RYAN FELDMANAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← Laura Jean GundlachAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV

Controls (2)

← LOUKAS, MICHAEL, NORMANOwnerCEO, ownership code NA, individual
Dec 17, 2019 to Jul 30, 2024factForm ADV
← TRUEMARK GROUPOwnerCLASS B UNITHOLDER, ownership code D, domestic entity
Dec 23, 2019 to Jul 30, 2024factForm ADV

Owns (8)

← WEAVER, JASON, MICHAELOwnerTRUSTEE, ownership code F, individual
Apr 14, 2022 to Jul 30, 2024factForm ADV
← BUBECK, KYLE, ROGEROwnerCCO, ownership code NA, individual
Mar 30, 2023 to Jul 30, 2024factForm ADV
← NASHED, MARK, AOwnerCLASS C UNITHOLDER, ownership code A, individual
Mar 2, 2022 to Jul 30, 2024factForm ADV
← Weaver, Shannon, MarieOwnerTRUSTEE, ownership code F, individual
Apr 14, 2022 to Jul 30, 2024factForm ADV
← LEWIS, BLAIR, PATRICKOwnerTRUSTEE, ownership code F, individual
Apr 14, 2022 to Jul 30, 2024factForm ADV
← BLAIR LEWIS LIVING TRUSTOwnerCLASS A UNITHOLDER, ownership code A, domestic entity
Mar 2, 2022 to Jul 30, 2024factForm ADV
← RIVERNORTH STRATEGIC HOLDINGS LLCOwnerCLASS C UNITHOLDER, ownership code B, domestic entity
Mar 2, 2022 to Jul 30, 2024factForm ADV
← WEAVER TRUSTOwnerCLASS A UNITHOLDER, ownership code A, domestic entity
Mar 2, 2022 to Jul 30, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Truemark Investments reported RAUM $1.4B, up 86% from $761.8M (2026-01-09 to 2026-03-30)
Form ADVobserved 6 days ago
$658M
Occurred
Mar 21, 2025
Regulatory AUM changed
Truemark Investments reported RAUM $761.8M, up 214% from $242.8M (2024-07-30 to 2025-03-21)
Form ADVobserved 6 days ago
$519M
Occurred
Jan 6, 2023
Control person left
Cayce Jordan Waldrep (Cio) no longer on Schedule A of Truemark Investments (listed 2023-01-04, absent 2023-01-06)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2023
Control person left
Lea Jordan Fletcher (Coo) no longer on Schedule A of Truemark Investments (listed 2023-01-04, absent 2023-01-06)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2022
Regulatory AUM changed
Truemark Investments reported RAUM $206.2M, up 197% from $69.5M (2021-03-04 to 2022-03-02)
Form ADVobserved 6 days ago
$137M
Occurred
Dec 23, 2019
Control person left
Aaron Robert Bomberg (Wholesaler) no longer on Schedule A of Truemark Investments (listed 2019-12-17, absent 2019-12-23)
Form ADVobserved 6 days ago
Occurred
Dec 17, 2019
First Form ADV filing
Truemark Investments filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33899dc3-49c7-95d6-bb75-c6f4ab5e7439
First observed: Dec 17, 2019
Last observed: Jun 10, 2026 3 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.

TRUEMARK INVESTMENTS

TRUEMARK INVESTMENTS, LLC, CRD 306600

CHICAGO, IL

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:33899dc3-49c7-95d6-bb75-c6f4ab5e7439

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Laura Jean Gundlach

n/a

CHICAGO, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOUKAS, MICHAEL, NORMAN

Ceo

yes

09/2019

Dec 17, 2019

Jul 30, 2024

TRUEMARK GROUP

CLASS B UNITHOLDER

yes

09/2019

Dec 23, 2019

Jul 30, 2024

BLAIR LEWIS LIVING TRUST

CLASS A UNITHOLDER

03/2020

Mar 2, 2022

Jul 30, 2024

BUBECK, KYLE, ROGER

Cco

02/2023

Mar 30, 2023

Jul 30, 2024

LEWIS, BLAIR, PATRICK

Trustee

03/2020

Apr 14, 2022

Jul 30, 2024

NASHED, MARK, A

CLASS C UNITHOLDER

01/2022

Mar 2, 2022

Jul 30, 2024

RIVERNORTH STRATEGIC HOLDINGS LLC

CLASS C UNITHOLDER

12/2021

Mar 2, 2022

Jul 30, 2024

WEAVER TRUST

CLASS A UNITHOLDER

05/2020

Mar 2, 2022

Jul 30, 2024

WEAVER, JASON, MICHAEL

Trustee

05/2020

Apr 14, 2022

Jul 30, 2024

Weaver, Shannon, Marie

Trustee

05/2020

Apr 14, 2022

Jul 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.4B

n/a

2024

Mar 21, 2025

$762M

n/a

2023

Mar 27, 2024

$243M

n/a

2022

Mar 30, 2023

$196M

n/a

2021

Mar 2, 2022

$206M

n/a

2020

Feb 17, 2021

$69.5M

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

$1.4B

$762M

86.3%

$196M

93.5%