RIA Intel›Advisers›Washington›TRUVISTA ADVISORS LLC

TRUVISTA ADVISORS LLC

Advisory

REDMOND, WA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in WA

#455

of 505 advisers by AUM

Average account

$490K

across 133 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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