Overview
Assets Under Management: $126 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 44
Average Client Assets: $1.4 million
Frequently Asked Questions
TRUE WEALTH & COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174841), TRUE WEALTH & COMPANY is subject to fiduciary duty under federal law.
TRUE WEALTH & COMPANY is headquartered in OVERLAND PARK, KS.
TRUE WEALTH & COMPANY serves 44 high-net-worth clients according to their SEC filing dated November 21, 2023. View client details ↓
According to their SEC Form ADV, TRUE WEALTH & COMPANY offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
TRUE WEALTH & COMPANY manages $126 million in client assets according to their SEC filing dated November 21, 2023.
According to their SEC Form ADV, TRUE WEALTH & COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.76%
Average Client Assets: $1.4 million
Total Client Accounts: 856
Discretionary Accounts: 814
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 174841
Filing ID: 1799020
Last Filing Date: 2023-11-21 08:44:00