DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Truewealth Financial Partners
Legal name Truewealth Financial Partners, LLC
Latest filing May 1, 2026
First filing on the tape Aug 4, 2021 · 14 filings
SEC status approved since Sep 3, 2021
RAUM
$274M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$274M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$54.7M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$274M as of May 1, 2026
Feb 17, 2022$144M then
HNW client RAUM$240M as of May 1, 2026
Feb 17, 2022$118M then
State-registered IARs (5.B.3)3 as of May 1, 2026
Feb 17, 20222 then
Employees (5.A)4 as of May 1, 2026
Feb 17, 20223 then
Private funds: no history
RAUM +22% over the last fiscal year+26% a year over threeIARs 3 to 3offices 2 to 3
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $54.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $573,835derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 1.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.4%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $229MreportedItem 5.I
- Custody
- $76.9M, 70 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$240M88%
- Individuals$33.1M12%
- Charitable organizations$202,0230.1%
- Individual clients
- 74reported
- HNW clients
- 82reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 477reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $76.9M for 70 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Glenn Marshall Rossman | Phoenix, Az | Sep 12, 2021 | 14 y | 2 |
| Patrick Bruce Severson | Bellevue, Wa | Sep 12, 2021 | 13 y | 2 |
| Kathryn R KokengeCertified Financial Planner, Chartered Financial Analyst | Bellevue, Wa | Jul 26, 2024 | 26 y | 2 |
| Jamie Michelle Langlow | Bellevue, Wa | Aug 20, 2025 | 10 y | 1 |
| Samuel Wisneski | Bellevue, Wa | May 5, 2026 | 11 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Samuel Wisneski from Strategic Advisers LLCMay 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jamie Michelle Langlow from Fidelity Personal And Workplace AdvisorsAug 20, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kathryn R Kokenge from Russell InvestmentsJul 26, 2024 · Other
- Glenn Marshall Rossman from LPL Financial LLCSep 12, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
- Patrick Bruce Severson from LPL Financial LLCSep 12, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from LPL Financial LLCDec 16, 2021 · Renton, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marshall Glenn Rossman · Managing Membercontrolsince 08/2021 · owns 50% to 75%
- Bruce Patrick Severson · Managing Member & Chief Compliance Officercontrolsince 08/2021 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bellevue, Wa · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Other offices · 2 to 3Apr 23, 2026 to May 1, 2026
- Accounts · 439 to 477Aug 22, 2025 to Mar 16, 2026
- HNW clients · 73 to 82Aug 22, 2025 to Mar 16, 2026
- Individual clients · 75 to 74Aug 22, 2025 to Mar 16, 2026
- Assets in custody · unset to 76860130.0Aug 22, 2025 to Mar 16, 2026
- Custody of client assets · false to trueAug 22, 2025 to Mar 16, 2026
- Discretionary RAUM · $225M to $274MAug 22, 2025 to Mar 16, 2026
- HNW RAUM · $192M to $240MAug 22, 2025 to Mar 16, 2026
- Individual RAUM · $32.3M to $33.1MAug 22, 2025 to Mar 16, 2026
- RAUM · $225M to $274MAug 22, 2025 to Mar 16, 2026
- Financial planning clients · 101-250 to 101-250Mar 5, 2025 to Jul 22, 2025
- Accounts · 411 to 439Mar 22, 2024 to Mar 5, 2025
- Advisory employees · 2 to 3Mar 22, 2024 to Mar 5, 2025
- HNW clients · 140 to 73Mar 22, 2024 to Mar 5, 2025
- Individual clients · 73 to 75Mar 22, 2024 to Mar 5, 2025
- Employees · 3 to 4Mar 22, 2024 to Mar 5, 2025
- State-registered IARs · 2 to 3Mar 22, 2024 to Mar 5, 2025
- Other offices · 0 to 2Mar 22, 2024 to Mar 5, 2025
- Discretionary RAUM · $179M to $225MMar 22, 2024 to Mar 5, 2025
- HNW RAUM · $165M to $192MMar 22, 2024 to Mar 5, 2025
- Individual RAUM · $14.2M to $32.3MMar 22, 2024 to Mar 5, 2025
- RAUM · $179M to $225MMar 22, 2024 to Mar 5, 2025
- Accounts · 335 to 411Dec 7, 2023 to Feb 8, 2024
- BD registered reps · 2 to 0Dec 7, 2023 to Feb 8, 2024
- HNW clients · 126 to 140Dec 7, 2023 to Feb 8, 2024
- Individual clients · 66 to 73Dec 7, 2023 to Feb 8, 2024
- Insurance-licensed employees · 2 to 0Dec 7, 2023 to Feb 8, 2024
- Discretionary RAUM · $137M to $179MDec 7, 2023 to Feb 8, 2024
- HNW RAUM · $124M to $165MDec 7, 2023 to Feb 8, 2024
- Individual RAUM · $12.9M to $14.2MDec 7, 2023 to Feb 8, 2024
- RAUM · $137M to $179MDec 7, 2023 to Feb 8, 2024
- Accounts · 306 to 335Dec 6, 2022 to Mar 2, 2023
- HNW clients · 37 to 126Dec 6, 2022 to Mar 2, 2023
- Individual clients · 69 to 66Dec 6, 2022 to Mar 2, 2023
- Discretionary RAUM · $144M to $137MDec 6, 2022 to Mar 2, 2023
- HNW RAUM · $118M to $124MDec 6, 2022 to Mar 2, 2023
- Individual RAUM · $26.2M to $12.9MDec 6, 2022 to Mar 2, 2023
- RAUM · $144M to $137MDec 6, 2022 to Mar 2, 2023
- Accounts · 305 to 306Dec 16, 2021 to Feb 17, 2022
- HNW clients · 34 to 37Dec 16, 2021 to Feb 17, 2022
Signals
1 dated events
- Truewealth Financial Partners filed its initial SEC registration (Form ADV)Aug 4, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 425-615-7360reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/truewealth-financial-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- truewealthaz.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 425-615-7360reportedpublic record, Form ADV, May 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $54.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026