CRD: 309098
TRU Independence Asset Management 2, LLC
$264.7M Total AUM
$261.3M Disc. AUM
-2.0% 3Y CAGR
33 Employees
305 ADV. Clients
6 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2020
- Office Locations
- 7
Office Locations
15350 SW Sequoia Parkway, Suite 250 Portland OR
2000 Meridian Blvd Suite 270 Franklin TN
7596 Eads AVE Suite 111 LA Jolla CA
About TRU Independence Asset Management 2, LLC
Rely Wealth Partners, LLC (CRD 309098) is a Portland, OR-based RIA providing financial and wealth planning alongside discretionary portfolio management for retail and institutional clients, including estate planning, insurance, and portfolio construction support. Portfolios are ETF-centric, with selective use of private funds/alternatives. Custody includes Charles Schwab and Pershing.
Team overview
46 AVG AGE
$88.2M AVG AUM / ADVISOR
$868.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
33 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Kevin Joseph Miller
Chief Legal Officer
- CRD
- #4133001
- Ownership
- Less than 5%
Available
Available
Available
Stacy Sizemore
Chief Compliance Officer
- CRD
- #4052029
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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N
Nicolas Castano
--
- CRD
- #7951900
Available
Available
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A
ABIGAIL FLORES CHAO
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- CRD
- #6634409
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,250,477 | $867,942 |
| Non-Discretionary | $3,494,768 | $873,692 |
| Total | $264,745,245 | $868,017 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Private Funds:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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