Overview
Assets Under Management: $142 million
Headquarters: COLUMBIA, MO
High-Net-Worth Clients: 23
Average Client Assets: $5.0 million
Frequently Asked Questions
TRUMAN WEALTH ADVISORS 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 #334752), TRUMAN WEALTH ADVISORS is subject to fiduciary duty under federal law.
TRUMAN WEALTH ADVISORS is headquartered in COLUMBIA, MO.
TRUMAN WEALTH ADVISORS serves 23 high-net-worth clients according to their SEC filing dated April 21, 2025. View client details ↓
According to their SEC Form ADV, TRUMAN WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
TRUMAN WEALTH ADVISORS manages $142 million in client assets according to their SEC filing dated April 21, 2025.
According to their SEC Form ADV, TRUMAN WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.34%
Average Client Assets: $5.0 million
Total Client Accounts: 400
Discretionary Accounts: 400
Regulatory Filings
CRD Number: 334752
Filing ID: 1979649
Last Filing Date: 2025-04-21 20:38:00