TRUE WEALTH GROUP

Overview

True Wealth Group is an independent registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients and positions itself as a capital allocator, selecting third‑party managers when appropriate and blending delegated portfolio management with financial planning. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are a mix of a percentage of assets under management and hourly charges. Investment behavior is tilted toward pooled public funds as the primary building blocks of client portfolios, while the firm uses third‑party managers for specialist allocations. True Wealth Group does not identify as an active ESG investor and is not listed as a multistate adviser, suggesting a more concentrated regulatory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices