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 is an independent registered investment adviser organized as an LLC and classified as owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client base is principally individuals and families. Truadvisors is SEC-registered (2025) and does not identify as an active ESG investor.
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%
Contacts
3 of 4
Matthew Moll
Investment AdvisorCRD 5040224
Brandon Booth
Managing PartnerCRD 7355515
Casey Dickinson
Investment Adviser RepresentativeCRD 8065441
Wealth 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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