Truevine Family Wealth

Overview

Truevine Family Wealth is an independent Registered Investment Advisor organized as a limited liability company that provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. The firm operates as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its stated fee options include a percentage of assets under management, hourly charges and fixed fees, which supports working with both high‑net‑worth households and smaller relationships. Investment behavior is equity‑tilted: the firm’s preferred exposure is to exchange‑traded equities, which form the bulk of its managed assets. Truevine supplements those public market positions with mutual funds and an allocation to private market strategies. The adviser is not listed as an active ESG investor and does not present as a multi‑state adviser. Client relationships are managed primarily on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices