Tru Independence Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$336,724,626
Clients
1,056
Advisors
7
across 3 offices
About
tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth clients, retirement plans, and other institutional and business clients, managing approximately $336.9 million in client assets across more than one thousand accounts. Its services include the use and selection of Independent Managers, third‑party sub‑advisors, and digital platforms such as Betterment for Advisors and held‑away solutions via a third‑party platform.
The firm constructs diversified portfolios using both active and passive strategies across equities, fixed income, alternatives and exchange‑traded funds, and may employ options and other derivatives as well as margin/borrowing for customized high‑net‑worth strategies when appropriate. TIAM monitors accounts on an ongoing basis, offers both standalone financial plans and integrated portfolio management, and sponsors the YellowWood Wealth Solutions wrap program for a substantial portion of its assets.
TIAM is a wholly owned subsidiary of Sanctuary Wealth and maintains affiliations with multiple other advisory and asset‑management entities, and several supervised persons are registered representatives of broker‑dealers (including arrangements with APW Capital and Sanctuary Securities), which enables access to brokerage and insurance platforms (including DPL). The combination of acting as a wrap‑program sponsor (about $308.2 million under the wrap), operating through a mix of digital and held‑away platforms, and maintaining affiliated adviser and brokerage/insurance relationships is less common among peer team firms and is described in its brochure as creating specific service options and potential conflicts of interest.
Client services
Expertise
Fee options
Fixed reporting fee for assets not managed by the Firm may be negotiated
Up to 1.5% annually
Separate commission-based arrangement through associated persons registered with APW Capital, Inc.
Minimum fee: Minimum annual fee may apply depending on DBA; can be waived or discounted at Firm's discretion Fee-only: Fixed fees and fees based on assets under management or advisement
Main office
15350 SW Sequoia Parkway, Suite 250
Portland OR 97224, United States
Offices (3)
Most active in
California · Florida · Georgia · Massachusetts · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington
Also doing business as
Allium Financial Advisors · Chiron Capital Management · Haber Investment Counsel · Jadwin Asset Management · Jeppson Wealth Management · Jupiter Wealth Management · Martinwright Advisory, LLC · Motive Wealth Advisors · Paces Ferry Wealth Advisors · Pure Portfolios · Samara Capital · Tactical Advisor 13, LLC · Tru Independence Asset Management, LLC · Tru Independence, LLC · Valda · Washington Park Advisors · Yellowwood Wealth Solutions, LLC · Yuva Wealth Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Maxwell C
Series 63, Series 65
Philadelphia, PA
Tru Independence Asset Management, LLC
Maxwell Camp is a financial advisor with Tru Independence Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brinker Capital for eight years and Orion Portfolio Solutions for one year before joining Tru Independence in 2023. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets across more than one thousand accounts, using a combination of active and passive strategies and multiple platform solutions.
Jason R
Series 66
Charlotte, NC
Tru Independence Asset Management, LLC
Jason Rericha is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at APW Capital, Inc., tru Independence Asset Management – YellowWood Wealth Solutions, Bank of America, and Merrill Lynch. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets using diversified portfolios that combine active and passive strategies across multiple asset classes and employs both digital and held-away platforms alongside affiliated advisory and brokerage relationships.
Leslie W
CFP®, Series 63, Series 66
Charlotte, NC
Tru Independence Asset Management, LLC
Leslie Watson is a CFP® with 24 years of industry experience, currently serving at Tru Independence Asset Management, LLC. His prior roles include positions at Bank of America, Merrill, and A.G. Edwards & Sons. Watson is also involved in managing YellowWood Financial Advisors, LLC, an investment advisory firm. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs diversified portfolios using both active and passive strategies and integrates independent managers, third-party sub-advisors, and digital platforms to serve over one thousand accounts.
Laura O
CFP®, Series 66
Charlotte, NC
Tru Independence Asset Management, LLC
Laura Olney is a CFP® professional with six years of experience in the financial services industry. She is currently with Tru Independence Asset Management, LLC, where she works as part of a seven-advisor team. Her background includes roles at Charles Schwab, TD Ameritrade, and RSM US, LLP. Tru Independence Asset Management, LLC provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages diversified portfolios using active and passive strategies, employs a combination of digital and held-away platforms, and sponsors the YellowWood Wealth Solutions wrap program.
Victoria W
CFP®, Series 63, Series 66
Charlotte, NC
Tru Independence Asset Management, LLC
Victoria Waldman is a CFP® professional with eight years of experience in financial services. She is currently with Tru Independence Asset Management, LLC and YellowWood Wealth, where she manages client relationships. Her prior experience includes roles at The Vanguard Group, UBS Financial Services, and Duke Energy. Tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $337 million in assets, utilizing a combination of active and passive strategies and offering access to independent managers, third-party sub-advisors, and digital platforms.
Jennifer F
Series 66
Corsicana, TX
Tru Independence Asset Management, LLC
Jennifer Flickinger is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Umpqua Investments, Inc., Umpqua Bank, and Wells Fargo Investments, LLC. She has been with Tru Independence since 2020. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional customers. The firm employs diversified portfolios using both active and passive strategies and integrates multiple platforms and third-party managers to serve its clients.
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