Trueline Wealth Group, LLC

Overview

Trueline Wealth Group, LLC is a newly registered limited liability company that entered SEC registration in 2026 and is owned by an individual. The firm is still early-stage and is classified as unclassified in the dataset. It identifies itself as a capital allocator and lists a mix of advisory services focused on high-touch client work: financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Fee arrangements the firm reports include percentage-of-assets, hourly billing, and fixed fees, indicating flexibility to serve both ongoing asset-managed relationships and project-based planning or consulting engagements.

Assets & Accounts

Location & Offices