$65.1M Total AUM
$65.1M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2024
- Office Locations
- 1
Office Locations
16275 NE 85th Street, Suite A Redmond WA
About Truvista Advisors LLC
Truvista Advisors LLC is a Washington-based RIA providing wealth management, including financial planning, investment management, and philanthropy support. The firm serves retail clients, including entrepreneurs, with an asset-allocation approach using mutual funds/ETFs and fixed income. Custody is via Charles Schwab; founded in 2024 and led by managing member/CFP David G. Giannini.
Team overview
-- AVG AGE
$32.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Client Personas
Available
Services
Available
Owner & Executives
D
DAVID GINO GIANNINI
CFP , Managing Member
- CRD
- #2735499
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOEL RAYMOND HUSSEY
Managing Member
- CRD
- #5934821
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,116,584 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,116,584 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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