Overview
Assets Under Management: $2.5 billion
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 1,329
Average Client Assets: $1 million
Frequently Asked Questions
TRUWEALTH 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 #306876), TRUWEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
TRUWEALTH ADVISORS, LLC is headquartered in METAIRIE, LA.
TRUWEALTH ADVISORS, LLC serves 1,329 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, TRUWEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRUWEALTH ADVISORS, LLC manages $2.5 billion in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, TRUWEALTH ADVISORS, LLC 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,329
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.93
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 7,157
Discretionary Accounts: 7,157
Regulatory Filings
CRD Number: 306876
Filing ID: 2026386
Last Filing Date: 2025-11-11 12:33:22
Website: 1