$169.9M Total AUM
$169.7M Disc. AUM
-- 3Y CAGR
6 Employees
172 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
3800 American Boulevard West Suite 350 Bloomington MN
About Trumix Advisors
TruMix Advisors is a fee-only fiduciary RIA based in Bloomington, MN providing values-based financial planning and ongoing investment management, with guidance across investing, spending, and saving and a transparent fee. The firm emphasizes plain-language education and a relationship-driven advice model. Portfolios are primarily ETF-based and custodied at Charles Schwab.
Team overview
39 AVG AGE
$56.6M AVG AUM / ADVISOR
$987.9K AVG AUM / CLIENT
4.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
Available
Owner & Executives
TYLER JON ENGBRECHT
Chief Compliance Officer, Founder
- CRD
- #4888916
- Ownership
- 25% but less than 50%
Available
Available
Available
GRANT ALLAN MEYER
FOUNDER
- CRD
- #5545777
- Ownership
- 25% but less than 50%
Available
Available
Available
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KEVIN JAMES O`LAUGHLIN
Financial Planner
- CRD
- #3268493
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,654,212 | $239,287 |
| Non-Discretionary | $263,680 | $52,736 |
| Total | $169,917,892 | $237,980 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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