Tru Independence Asset Management 2, Llc
- Regulatory AUM
- $92.7M
- Discretionary
- $92.7M
- Clients
- 205
- Avg AUM / client
- $452K
- Accounts
- 205
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $8.8M | 9.51% |
| High net worth individuals | 125 | $81.3M | 87.7% |
| Pension and profit sharing plans | 1 | $1.6M | 1.72% |
| Corporations and other businesses | 4 | $948K | 1.02% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stacy Sizemore | Chief Compliance Officer | Apr 2020 (6y) | Less than 5% | |
| Kevin Joseph Miller | Chief Legal Officer / Board Member | May 2024 (2y) | Less than 5% | |
| Robert Alan Walter | Board Member | May 2024 (2y) | Less than 5% | |
| Vaughan, David | Chief Financial Officer / Board Member | May 2024 (2y) | Less than 5% | |
| Daniel Mauser | Registered representative | Aug 2021 (5y) | ||
| Abigail Flores Chao | Registered representative | Nov 2024 (2y) | ||
| Jeffrey Ryan Griswold | Registered representative | Jan 2026 (1y) | ||
| Robert B Robinson | Registered representative | Apr 2026 (0y) | ||
| Nicolas Castano | Registered representative | Apr 2026 (0y) | ||
| Jennifer Vandusseldorp | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sanctuary Wealth Group Llc | Sole Member | May 2024 | A | 75% or more |
| Azimut Uk Holdings Ltd. | Owner | May 2024 | B | ≈ 28.13% – 75% via Az Us Holdings Inc. |
| Azimut Holdings S.P.A. | Owner | May 2024 | B | ≈ 21.09% – 75% via Azimut Uk Holdings Ltd. |
| Az Us Holdings Inc. | Member Class A Units | May 2024 | B | ≈ 37.5% – 75% via Sanctuary Wealth Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Azimut Uk Holdings Ltd.: 75% – 100% of Az Us Holdings Inc. × 50% – 75% of Sanctuary Wealth Group Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Azimut Holdings S.P.A.: 75% – 100% of Azimut Uk Holdings Ltd. × 75% – 100% of Az Us Holdings Inc. × 50% – 75% of Sanctuary Wealth Group Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Az Us Holdings Inc.: 50% – 75% of Sanctuary Wealth Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Pershing $164M (62% of AUM) Aug 2026
- Charles Schwab & Co. $84.3M (32% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 13, 2026.
View current Form ADV (SEC/IAPD) ↗