Institutional
    SEC Registered

    Trustage Investment Management

    Registered investment advisor · Madison, Wisconsin · CRD #105960

    Assets Under Management
    $39.5B
    Client Accounts
    349
    Employees
    62
    CRD Number
    105960
    Registration
    SEC Registered
    Custodian
    State Street Bank And Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Trustage Investment Management

    TruStage is a financial services company based in Madison, Wisconsin, founded in 1935. Originally established as the Credit Union National Association (CUNA) Mutual Society, it focused on providing insurance for credit unions during the Great Depression. In 2023, the company rebranded to TruStage to unify its insurance, investment, and technology solutions while continuing its mission of "people helping people." TruStage serves 39 million consumers nationwide through partnerships with credit uni

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Trustage Investment Management

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    Frequently Asked Questions

    What is Trustage Investment Management's AUM?

    Trustage Investment Management reports approximately $39.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Trustage Investment Management headquartered?

    Trustage Investment Management is headquartered in Madison, Wisconsin.

    What is Trustage Investment Management's CRD number?

    Trustage Investment Management's CRD number is 105960. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Trustage Investment Management manage?

    Trustage Investment Management manages approximately 349 client accounts according to its latest SEC filing.

    Is Trustage Investment Management SEC registered?

    Yes, Trustage Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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