TRUE MEASURE WEALTH MANAGEMENT

Overview

True Measure Wealth Management is an independent registered investment adviser focused on individual and family clients, operating since 2001 under individual ownership. The firm offers financial planning and discretionary portfolio management for individuals and small businesses and charges clients through a mix of percentage-of-AUM, hourly, and fixed fees. Its stated investment posture favors equities as the primary exposure, and it is not an active ESG investor. Investment activity centers on a traditional wealth management model: using exchange-traded equities and related vehicles as the core allocation while supplementing portfolios with third‑party alternative managers in select areas. Although the firm does not act as a capital allocator in the formal sense, it deploys client capital to external alternative managers for real assets and commodity/energy exposure when appropriate. The client base and service set suggest a high-touch advisory relationship oriented toward multi-product portfolios rather than institutional fund-of-funds management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices