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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

TRUEDGE ASSET MANAGEMENT LLC

CRD 323442

INDIANAPOLIS, IN

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:89d48ab1-7f92-eafb-e1f2-5267f4277219

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
On other graphs: 0
Observed: Mar 1, 2023 to Mar 17, 2026
20 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 3
Employees: 5
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
SEC number: 801-127556
CRD: 323442
Filings on the tape: 20
First filed: Mar 1, 2023
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, IN
Website: truedgeam.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
Stephanie Lynn West	n/a	INDIANAPOLIS, IN	1	13	1	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
West, Stephanie, Lynn	DIRECTOR OF OPERATIONS	Na	yes	07/2022	Mar 1, 2023	Dec 9, 2024
ADEPT INVESTMENTS	Owner	E	no	11/2024	Dec 9, 2024	Dec 9, 2024
Frame, Jonathan	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Dec 2, 2024	Dec 9, 2024
PARKER, RICHARD, WILSON	Member	D	no	11/2024	Dec 9, 2024	Dec 9, 2024
Reynolds, Matthew, Mark	Member	D	no	11/2024	Mar 1, 2023	Dec 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THURSTON SPRINGER ADVISORS, LLC	n/a	Bd affiliated wealth	$3.7B	N	no	n/a
ORG PARTNERS LLC	n/a	Former SEC adviser	$773M	Y	no	n/a
BLACKRIDGE ASSET MANAGEMENT, LLC	n/a	Independent wealth	$370M	N	no	n/a
STRATEGIC WEALTH CAPITAL, LLC	n/a	Independent wealth	$238M	Y	no	n/a
GREAT POINT ADVISORS, LLC	n/a	Independent wealth	$87.3M	N	no	n/a
BLUE DIAMOND SECURITIES OF AMERICA LLC	n/a	n/a	n/a	N	no	n/a
GREAT POINT CAPITAL LLC	n/a	n/a	n/a	N	no	n/a
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	n/a	Former SEC adviser	n/a	N	no	n/a

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 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 17, 2026	$0	$0	5	1	1	n/a
2024	Mar 28, 2025	$306,351	$306,351	5	1	1	n/a
2023	Mar 25, 2024	$280,798	$280,798	5	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	1	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	$0	$306,351	-100.0%	n/a	n/a	5	5	0	0

Relationships

Affiliated with (10)

← ASCENTIS WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← QUINCY WELLS ADVISORS, LLCRegistered adviserother investment adviser
factForm ADV
← CATOCTIN RIDGE WEALTH PARTNERRegistered adviserother investment adviser, control
factForm ADV
→ BLACKRIDGE ASSET MANAGEMENT, LLCRegistered adviserother investment adviser
factForm ADV
→ THURSTON SPRINGER ADVISORSRegistered adviserother investment adviser
factForm ADV
→ QUINCY WELLS ADVISORS, LLCRegistered adviserother investment adviser
factForm ADV
→ ORG PARTNERSRegistered adviserother investment adviser, control
factForm ADV
→ STRATEGIC WEALTH CAPITALRegistered adviserother investment adviser, control
factForm ADV
→ THURSTON SPRINGER FINANCIALRegistered adviserbroker-dealer
factForm ADV
← ORG PARTNERS ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← Stephanie Lynn WestAdvisorregistration: current employment
Nov 13, 2024 to presentfactForm ADV
← Matthew Mark ReynoldsAdvisorregistration: current employment
Nov 6, 2024 to presentfactForm ADV
← RICHARD WILSON PARKERAdvisorregistration: current employment
Nov 6, 2024 to presentfactForm ADV

Owns (4)

← Frame, JonathanOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 2, 2024 to Dec 9, 2024factForm ADV
← Reynolds, Matthew, MarkOwnerMEMBER, ownership code D, individual
Mar 1, 2023 to Dec 9, 2024factForm ADV
← PARKER, RICHARD, WILSONOwnerMEMBER, ownership code D, individual
Dec 9, 2024 to Dec 9, 2024factForm ADV
← ADEPT INVESTMENTSOwnerOWNER, ownership code E, domestic entity
Dec 9, 2024 to Dec 9, 2024factForm ADV

Controls (1)

← West, Stephanie, LynnOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Mar 1, 2023 to Dec 9, 2024factForm ADV

Dated events

Occurred
Dec 2, 2024
Control person left
Marie Justine Kidwell (Chief Compliance Officer) no longer on Schedule A of Truedge Asset Management Llc (listed 2024-11-18, absent 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2024
Regulatory AUM changed
Truedge Asset Management Llc reported RAUM $280,798, down 100% from $185.1M (2023-12-12 to 2024-03-25)
Form ADVobserved 4 days ago
$-185M
Occurred
Mar 25, 2024
Control person joined
Marie Justine Kidwell (Chief Compliance Officer) appeared on Schedule A of Truedge Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 25, 2024
Control person left
Ann Karey Williams (Chief Compliance Officer) no longer on Schedule A of Truedge Asset Management Llc (listed 2023-12-12, absent 2024-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 1, 2023
First Form ADV filing
Truedge Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89d48ab1-7f92-eafb-e1f2-5267f4277219
First observed: Mar 1, 2023
Last observed: Mar 17, 2026 6 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.

TRUEDGE ASSET MANAGEMENT LLC

CRD 323442

INDIANAPOLIS, IN

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:89d48ab1-7f92-eafb-e1f2-5267f4277219

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Stephanie Lynn West

n/a

INDIANAPOLIS, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

West, Stephanie, Lynn

DIRECTOR OF OPERATIONS

yes

07/2022

Mar 1, 2023

Dec 9, 2024

ADEPT INVESTMENTS

Owner

11/2024

Dec 9, 2024

Frame, Jonathan

CHIEF COMPLIANCE OFFICER

11/2024

Dec 2, 2024

Dec 9, 2024

PARKER, RICHARD, WILSON

Member

11/2024

Dec 9, 2024

Reynolds, Matthew, Mark

Member

11/2024

Mar 1, 2023

Dec 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THURSTON SPRINGER ADVISORS, LLC

n/a

Bd affiliated wealth

$3.7B

n/a

ORG PARTNERS LLC

n/a

Former SEC adviser

$773M

n/a

BLACKRIDGE ASSET MANAGEMENT, LLC

n/a

Independent wealth

$370M

n/a

STRATEGIC WEALTH CAPITAL, LLC

n/a

Independent wealth

$238M

n/a

GREAT POINT ADVISORS, LLC

n/a

Independent wealth

$87.3M

n/a

BLUE DIAMOND SECURITIES OF AMERICA LLC

n/a

GREAT POINT CAPITAL LLC

n/a

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

n/a

Former SEC adviser

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

n/a

2024

Mar 28, 2025

$306,351

n/a

2023

Mar 25, 2024

$280,798

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

$306,351

-100.0%

n/a