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Holistic Wealth Management Technology Platform

With TRUEDGE’s comprehensive wealth management platform, you can tap into technology that helps you do more with less, all in one place.

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TRUEDGE Asset Management, LLC is a federally registered Investment adviser under the Investment Advisers Act of 1940.

Form CRS | Form ADV Part 2A | Privacy Policy | SEC Rule 606

Disclosure of Order Routing Information: U.S. Securities and Exchange Commission (SEC) Rule 606(a) requires all brokerage firms to make publicly available quarterly reports, broken down by calendar month, containing certain required statistical information regarding the routing of held, non-directed customer orders in Regulation National Market System stocks, as well as both held and not held, non-directed customer orders in listed options with a market value of less than $50,000.

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