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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2021
- Office Locations
- 3
Office Locations
About Truewealth Financial Partners
TrueWealth Financial Partners is a fee-only fiduciary advisor in Scottsdale serving retirees and pre-retirees with holistic planning across investments, taxes, retirement income, estate and risk planning. The team emphasizes tax-efficient portfolio construction (asset allocation, cost/risk controls, distribution planning) and strategies like Roth conversions and tax-loss harvesting, and does not sell products or use annuities/commissions.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GLENN MARSHALL ROSSMAN
Managing Member, Owner
- CRD
- #5936809
- Ownership
- 50% but less than 75%
PATRICK BRUCE SEVERSON
Chief Compliance Officer, Co-Owner, Financial Planner, Managing Member
- CRD
- #6108246
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kathryn R Kokenge
--
- CRD
- #4564962
JAMIE MICHELLE LANGLOW
--
- CRD
- #7750412
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,719,158 | $573,835 |
| Non-Discretionary | $0 | -- |
| Total | $273,719,158 | $573,835 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | 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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