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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| True Blue Financial LLC
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| CRD # | 310841 |
| SEC # | 801-133948 |
| CIK # | 0002010212 |
| AUM | $193.7 M (2025-06-24) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 269-982-2710 |
| Address | 7889 Red Arrow Highway Stevensville, MI 49127 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 53.7 |
| (b) Individuals (high net worth individuals) | 138 | 137.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 726 | 193.7 |
| By Discretionary | ||
| Discretionary | 726 | 193.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 726 | 193.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.7 | |
| Total | 726 | 193.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avantra Family Wealth Inc
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|
PA | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 0.2 |
|
Riverglades Family Offices LLC
✚
|
FL | 0.2 |
|
Legacy Capital Wealth Management LLC
✚
|
TX | 0.2 |
|
ORCA Wealth Management LLC
✚
|
FL | 0.2 |
|
The DALA Group LLC
✚
|
IL | 0.2 |
|
Lovett Investment Consulting LLC
✚
|
0.2 | |
|
Clark Monroe Blackman LLC
✚
|
0.2 | |
|
3J Capital Partners Ltd
✚
|
0.2 | |
|
MSP Wealth Management LLC
✚
|
OR | 0.2 |