firm profile
Tru Independence Asset Management, LLC
Overview
Tru Independence Asset Management, LLC is an SEC registered investment adviser based in Portland, OR, registered since 2013. It reports $337M in assets under management across 1,059 accounts, with 24 employees. It has 8 investment adviser representatives.
- Reported AUM
- $337M
- Discretionary
- 100%
- Accounts
- 1,059
- Average account
- $318K
- Employees
- 24
- Advisory reps
- 8
- Registered since
- 2013
- Jurisdictions
- 12
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- David Vaughan Chief Financial Officer, Board Member CRD 2603399
- Kevin Joseph Miller Chief Legal Officer, Board Member CRD 4133001
- Stacy Leigh Sizemore Chief Compliance Officer CRD 4052029
1 more executive officer, with direct contact details
Advisory reps 3 of 8
- Maxwell Harrison Camp Investment Adviser Rep CRD 6260187
- Thomas Cleveland Investment Adviser Rep CRD 5684334
- Jennifer Flickinger Investment Adviser Rep CRD 4134402
5 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 15350 SW Sequoia Pkwy Ste 250
Portland, OR 97224 - County
- Washington
- Metro area
- Portland-Vancouver-Hillsboro, OR-WA
- Region
- West
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: yellowwoodwealth.com
Every state, with registration dates
Similar firms near Portland
- Government Portfolio Advisors LLCPortland, OR$35.1B AUM
- Stancorp Investment Advisers, Inc.Portland, OR$34.5B AUM
- Ferguson Wellman Capital Management, Inc.Portland, OR$10.7B AUM
- Campbell GlobalPortland, OR$7B AUM
- Becker Capital Management, Inc.Portland, OR$5.7B AUM
request a demo
See what we have on Tru Independence Asset Management, LLC
We'll walk you through the full profile and how to find more firms like this one.