RIA Intel›Advisers›California›TRUE LINK FINANCIAL ADVISORS, LLC

TRUE LINK FINANCIAL ADVISORS, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+10.4%

3-Year CAGR

+16.3%

Employees

5

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.8B

Non-Discretionary AUM$68M

Discretionary %96.4%

Total Clients1,065

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record24

First FilingOct 19, 2015

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRUE LINK FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.