Overview
Assets Under Management: $151 million
Headquarters: BEND, OR
High-Net-Worth Clients: 78
Average Client Assets: $1.6 million
Frequently Asked Questions
TRUE WEALTH GROUP 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 #332426), TRUE WEALTH GROUP is subject to fiduciary duty under federal law.
TRUE WEALTH GROUP is headquartered in BEND, OR.
TRUE WEALTH GROUP serves 78 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, TRUE WEALTH GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRUE WEALTH GROUP manages $151 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, TRUE WEALTH GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.19%
Average Client Assets: $1.6 million
Total Client Accounts: 557
Discretionary Accounts: 557
Regulatory Filings
CRD Number: 332426
Filing ID: 2077644
Last Filing Date: 2026-03-26 15:39:11