Truedge Asset Management LLC

truEdge Asset Management, LLC is a registered investment adviser established in 2022, offering investment management and advisory services. The firm primarily operates a Turnkey Asset Management Platform (TAMP) and provides advisory services to pooled investment vehicles sponsored by its affiliate, truEdge Capital, LLC. truEdge offers digital advisory tools, operational support, and investment programs for financial advisors to manage client accounts efficiently. The firm typically has discretion over when to buy or sell securities in model portfolios, tailored to individual client needs and risk tolerances. Clients may invest in equity securities, corporate debt, real estate funds, and more. The firm charges a maximum advisory fee of 2% of assets under management and may participate in a wrap fee program. truEdge managed $306,351 of regulatory assets on a discretionary basis as of December 31, 2024. Minimum account sizes are generally $10,000 for direct advisory clients and $150,000 for fund investors, with negotiable fees based on the client relationship. truEdge does not charge performance-based fees and has no disciplinary information to disclose. The firm does not maintain custody of client funds directly and delegates proxy voting responsibilities to sub-managers. Clients are urged to review the firm's Form ADV Part 2A for comprehensive financial information.