Truedge Asset Management LLC
SEC RegisteredDependable by design, consistent by commitment
About the firm
TRU EDGE is a TAMP (Turnkey Asset Management Platform) for advisors focused on growth, offering comprehensive middle and back office support, portfolio management solutions, compliance oversight, and wealth management technology. The firm empowers advisors to optimize operational efficiency, manage risk, improve profitability, and better serve their clients by delegating back office operations and leveraging integrated technology.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive middle and back office support, cohesive portfolio management solutions and implementation, robust model marketplace and manager due diligence, outsourced compliance and regulatory reporting, holistic wealth management technology platform, engaged business consulting services, and direct indexing.
Who they serve
Financial advisors focused on growth
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Truedge Asset Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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