Thomas Cleveland
Investment adviser representative at Tru Independence Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$336.9MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Tru Independence Asset Management, LLCJun 2026 to now
- Tru Independence Asset Management LLC dba Yellowwood Wealth SoluMay 2026 to now
- TD Bank, NAAug 2024 to Apr 2026
- Wells FargoSep 2023 to Aug 2024
- Bank of America, NASep 2019 to Sep 2023
- AssuredpartnersNov 2018 to Jun 2019
- Hub InternationalJun 2017 to Oct 2018
- Bank of America, NAApr 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Tru Independence Asset Management, LLC
$336.9MAssets managed
1,059Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5684334
- Firm CRD
- 168256