Trueline Wealth Group, LLC

Overview

Trueline Wealth Group, LLC is a newly formed investment adviser that registered with the SEC in 2026 and operates as a limited liability company. The firm provides financial planning and portfolio management focused on individuals and small businesses and lists pension consulting services and the selection of other advisers among its stated activities. It identifies itself as a capital allocator, indicating an emphasis on directing client capital to external managers or strategies rather than solely managing all assets in-house. Fee arrangements are flexible: the firm uses a mix of asset-based fees, hourly billing, and fixed-fee engagements. The snapshot indicates Trueline is not an active ESG investor and is not designated as a multi-state adviser.

Investments & Alternatives

Location & Offices