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| TRU Independence Asset Management 2 LLC
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|---|---|
| CRD # | 309098 |
| SEC # | 801-118810 |
| CIK # | 0001849497 |
| AUM | 264.7 M (2026-06-24) |
| Employees | 33 (9% Investors, 0% Brokers) |
| Phone | 971-371-3444 |
| Address | 15350 SW Sequoia Parkway, Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.7 | ||
| Alphabet Inc | 5.6 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.6 | ||
| Apple Inc | 2.2 | ||
| Facebook Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 9.3 |
| (b) Individuals (high net worth individuals) | 216 | 145.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 13.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 96.1 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 264.7 |
| By Discretionary | ||
| Discretionary | 301 | 261.3 |
| Non-Discretionary | 4 | 3.5 |
| Total | 305 | 264.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 67.9 | |
| United States Persons | 196.9 | |
| Total | 305 | 264.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849497] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
Spraker West Wealth Management Inc
✚
|
FL | 265.3 M |
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The DALA Group LLC
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BNB Wealth Management LLC
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MD | 264.6 M |
|
Imperium Wealth Management LLC
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TX | 264.6 M |
|
ROI Financial Advisors LLC
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OR | 264.2 M |
|
Optimus Capital Advisors LLC
✚
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