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WC

Wendy K. Chambers

TRUVESTMENTS CAPITAL
Bellingham, WA 98226-8759
Some features on this profile are disabled
CRD#: 7983865
WC

Professional summary

Wendy Katherine Chambers is a registered financial advisor currently at TRUVESTMENTS CAPITAL LLC located in Bellingham, Washington.

Wendy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wendy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Katherine Chambers's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 21, 2024 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 2219 Rimland Drive Suite 301, Bellingham, WA 98226-8759
RIA
CRD#: 291297
Bellingham, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRUVESTMENTS CAPITAL LLC
ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA
Registered Investment Advisory firm - (1/5/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(10/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/5/2023
Uniform Investment Adviser Law Examination

Current Firm

TC
TRUVESTMENTS CAPITAL LLC
ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA
Registered Investment Advisory firm - (1/5/2018 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240
Mailing Address
Phone number
(941) 753-3814
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUVESTMENTS CAPITAL LLC ADV BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts2,712
AUM (Assets Under Management)$ 601,243,175

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUVESTMENTS CAPITAL LLC

CRD#: 291297Bellingham, WA 98226-8759

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