TRUESDELL WEALTH, INC.

Overview

Truesdell Wealth, Inc. is a small, client-focused wealth advisor working primarily with individual and family clients. The firm leans heavily toward publicly traded equities and exchange-traded instruments, and it identifies as an active ESG investor, which informs manager selection and security screening. Advisory activity centers on portfolio management for individuals and small businesses, with additional services that include publishing client-facing newsletters and running educational seminars and workshops. The firm also operates as an insurance broker, and that insurance capability is integrated into its planning and product recommendations. Fee arrangements are non-asset-based: Truesdell Wealth charges fixed fees and hourly fees rather than percentage-based AUM fees. The firm is owner-operated and classified as an individual-owner RIA serving a modest client roster. Given the emphasis on ETFs and listed equities, the investment approach appears to prioritize liquidity, cost control and taxable-efficient positioning for smaller accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices