TRUE WEALTH RETIREMENT PARTNERS, LLC
Firm details
- Headquarters
- WYOMING, Michigan
- CRD number
- 333443
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.32%
- Individuals37.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
True Wealth Retirement Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and offers financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not presented as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Contacts
1 of 1JORDAN LEAMAN
Founder and CCOCRD 7451976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WYOMING, MI
KENT
Location
WYOMING, MI
Headquartered in WYOMING, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 5751 Byron Center Ave SW
- Time zone
- ET (UTC-5)
- Office locations
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