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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
About Truvine Financial, LLC
TruVine Financial, LLC is a Moorestown, NJ registered investment adviser serving retail clients with fiduciary-focused financial planning and portfolio construction. The firm emphasizes understanding goals and risk tolerance, with strict confidentiality and conflict disclosure standards. Investment approach includes asset allocation using ETFs and mutual funds. Unique: offers self-serve retirement and education funding analysis calculators; can custody through Charles Schwab.
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Owner & Executives
Timothy Wayne Spuler
Managing Member, Owner
- CRD
- #6983571
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,678,871 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,678,871 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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