Overview
Assets Under Management: $439 million
Headquarters: HOOVER, AL
High-Net-Worth Clients: 263
Average Client Assets: $1 million
Frequently Asked Questions
TRUEWEALTH ADVISORS, LLC 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 #298838), TRUEWEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
TRUEWEALTH ADVISORS, LLC is headquartered in HOOVER, AL.
TRUEWEALTH ADVISORS, LLC serves 263 high-net-worth clients according to their SEC filing dated June 16, 2025. View client details ↓
According to their SEC Form ADV, TRUEWEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRUEWEALTH ADVISORS, LLC manages $439 million in client assets according to their SEC filing dated June 16, 2025.
According to their SEC Form ADV, TRUEWEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 263
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.17
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,439
Discretionary Accounts: 1,434
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 298838
Filing ID: 1994513
Last Filing Date: 2025-06-16 18:50:00
Website: https://truewealthllc.com