RIA Intel›Advisers›Rhode Island›TRUEFOCUS FINANCIAL PARTNERS LLC

TRUEFOCUS FINANCIAL PARTNERS LLC

Advisory

NORTH KINGSTOWN, RI

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in RI
#79
of 90 advisers by AUM
Average account
$358K
across 189 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$68M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$68M
Discretionary AUM$68M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients39
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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