Trueline Wealth Group, LLC

RIASEC Registered

Total AUM

$170M

Discretionary

$170M

100% of AUM

Avg account

$499K

Accounts

341

Employees

Advisory reps

Firm details

Headquarters: Hattiesburg, Mississippi
CRD number: 342570
Registered since: June 8, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.4%
Individuals32.94%
State / Municipal Government0.64%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trueline Wealth Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. It primarily serves individual and family clients and positions itself as a capital allocator that both manages portfolios and selects outside managers. The firm offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its billing arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Trueline does not identify as an active ESG investor.