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VW
CFP
VW
CFP

Victoria Hope Waldman

Tru Independence Asset Management, LLC
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Tru Independence Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tru Independence Asset Management, LLC
February 2024 - Present · 2 yrs
Apw Capital, INC.Broker
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Vanguard Advisers, INC.
October 2019 - August 2023 · 3 yrs 10 mos
Vanguard Marketing CorporationBroker
July 2018 - August 2023 · 5 yrs 1 mo
State Registrations2 states
NCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.