# Truvize Financial Planning

Truvize Financial Planning is a RIA based in El Paso, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** El Paso, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** truvize.com

## Regulatory record

- **CRD number:** 331821
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331821

## About

TRUVIZE FINANCIAL PLANNING is a state-registered investment adviser in EL PASO, TX. The firm manages approximately $44 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Marcus Trujillo — Founder & Wealth Planner

## Questions

### Who runs investment decisions at Truvize Financial Planning?

Founder Marcus Trujillo serves as the lead Wealth Planner and makes all strategic asset allocation and manager selection decisions. The firm operates without an investment committee, keeping the principal as the sole decision-maker — a structure that ensures the founder's tax-centric philosophy remains uncompromised across every client relationship.

### How does Truvize source its alternative investment opportunities?

Truvize does not originate its own deals. The firm curates access to third-party sponsors and fund managers in direct real estate, private credit, and hedge funds. Sourcing relies on Trujillo's professional network and long-standing relationships with operators, with a stated preference for sponsors who understand the tax sensitivities of post-exit capital.

### Does Truvize make direct investments or only fund commitments?

Truvize primarily facilitates commitments to third-party funds and syndicated real estate vehicles, including Delaware Statutory Trusts and Opportunity Zone funds. There is no public record of the firm leading direct private equity transactions; the model favors curated access over in-house deal origination.

### What is Truvize's approach to tax planning for concentrated stock positions?

Tax mitigation is the organizing principle of the firm. Trujillo structures post-exit planning around capital gains deferral tools — notably Qualified Opportunity Zones and Delaware Statutory Trusts — before deploying the remaining capital into income-producing alternatives. This tax-first sequencing is what separates Truvize from planning practices that prioritize liquid portfolio construction.

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- [Pamalican Asset Management](https://altss.com/profile/pamalican-asset-management-limited)
- [Wacona Capital](https://altss.com/profile/wacona-capital-llc)

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Last updated: 2026-07-06T01:24:27.543Z

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