True Wealth Advisory Group

RIASEC RegisteredEst. 2022
Total AUM
$240M
Discretionary
$239M
100% of AUM
Avg account
$924K
Accounts
260
Employees
4
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
306523
Registered since
February 2, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Corporations / Businesses42.66%
  • HNWI36.28%
  • Other21.06%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

True Wealth Advisory Group is an independent, SEC-registered investment adviser that began its SEC registration in 2022. Structured as an LLC, the firm serves both individual and institutional clients and operates as a capital allocator that selects third‑party managers in addition to providing discretionary portfolio management. Its advisory scope includes portfolio management for individuals, small businesses and institutions, plus the selection of other advisers. Fee billing includes a percentage of assets under management alongside other fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 39%, Cash & Cash Equivalents 3%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Marc Shachtman

    Marc Shachtman

    Founder & CEOCRD 4548044

  • Giselle Casella

    Giselle Casella

    Chief Compliance OfficerCRD 4998512

Contacts

2 of 2
  • Monica Izquierdo

    Monica Izquierdo

    Director of Client Relations & OperationsCRD 4841526

  • Christopher Aranalde

    Christopher Aranalde

    Investment AssociateCRD 7137739

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth