Truadvisors
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 170564
- Registered since
- May 9, 2025
- Website
- mollwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.19%
- Individuals23.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Truadvisors LLC is an independent registered investment adviser that began SEC registration in 2025. Structured as an owner-operated firm, it provides fee-based portfolio management primarily for individuals, families and small business owners. The firm charges a percentage-of-AUM advisory fee and identifies its core activity as discretionary portfolio management for private clients. Truadvisors does not position itself as an ESG specialist and is not presented as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Non-Exchange Traded Equities21%
- Investment Grade Corp Bonds8%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 3030 N Rocky Point Dr W
- Time zone
- ET (UTC-5)
- Office locations
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