TRUE PRIVATE WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SALEM, Oregon
- CRD number
- 164947
- Registered since
- August 7, 2012
- Website
- www.truepwa.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.93%
- Individuals32.05%
- Charitable Organizations1.68%
- Corporations / Businesses0.18%
- Pension & Profit Sharing Plans0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
True Private Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2012 and operates as a limited liability company. The firm describes itself as a capital allocator and provides services to both individual and family clients as well as institutional clients. Its fees are charged via a mix of percentage of assets under management, hourly billing, and fixed fees. Advisory capabilities include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of outside advisers. The firm identifies 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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
1 of 1MADISON LAUGHLIN
Chief Administrative OfficerCRD 6175412
Contacts
3 of 11Michael Barr
Wealth AdvisorCRD 7821023
STEPHEN ALTMAN
Partner, CCOCRD 2795104
STEVEN BINNS
Senior Wealth AdvisorCRD 1350169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 144Active vs passive
$885M in ETFs
90%
$794M
9%
$90.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $88.5M | 1,022,003 | 10.01% |
Location
SALEM, OR
MARION
Location
SALEM, OR
Headquartered in SALEM, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MARION
- Address
- 1781 Liberty St SE
- Time zone
- PT (UTC-8)
- Office locations
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