|
⚲
|
| Trueman Brown LLC
✚
|
|
|---|---|
| CRD # | 141602 |
| SEC # | 801-120742 |
| CIK # | |
| AUM | $196.1 M (2026-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 847-228-1968 |
| Address | 765 Ela Road Lake Zurich, IL 60047 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 19.7 |
| (b) Individuals (high net worth individuals) | 45 | 171.4 |
| (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 | 1 | 5.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 196.1 |
| By Discretionary | ||
| Discretionary | 372 | 191.1 |
| Non-Discretionary | 1 | 5.0 |
| Total | 373 | 196.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.1 | |
| Total | 373 | 196.1 |
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|---|---|---|
|
REI Wealth Management LLC
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|
0.2 | |
|
Bradley Wealth LLC
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AZ | 0.2 |
|
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CA | 0.2 |
|
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NJ | 0.2 |
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Grand Central Investment Group LLC
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FL | 0.2 |
|
Reyes Financial Architecture Inc
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|
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|
0.2 | |
|
TEPP RIA LLC
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|
NJ | 0.2 |
|
RMR Wealth Management
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|
NY | 0.2 |
|
Westmark Wealth Management LLC
✚
|
AZ | 0.2 |