TRUE LIFE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$38.8M

Discretionary

$36.5M

94% of AUM

Avg account

$204K

Accounts

190

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 298899
Website: truelifewealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI59.4%
Individuals40.6%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

True Life Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, manager selection (acting as a capital allocator), and publishes periodicals or newsletters. Its fee model is flexible and includes percentage-of-AUM billing as well as hourly, fixed-fee, and other arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.