Truvista Advisors LLC

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Client assets under management

$56,954,920

Clients

45% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,116,763

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $2,000,000: 1% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $5,000,000: 0.75% Over $5,000,000+: Negotiable

Other

Account minimum: $1,000,000 (negotiable) Fee-only: Annual asset-based fee billed monthly in arrears

Main office location

Truvista Advisors LLC

16275 Ne 85 Th Street, Suite A

Redmond WA 98052, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 425-242-0442

Advisors at this firm

Joel H

Series 63, Series 65

Redmond, WA

Truvista Advisors LLC

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David G

Series 63, Series 65

Redmond, WA

Truvista Advisors LLC

David Giannini is a financial advisor at Truvista Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Private Asset Management, Inc. for ten years. Truvista Advisors LLC is a supported firm with two advisors based in Redmond, WA.

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