Truewater Wealth

RIASEC Registered
Total AUM
$74.3M
Discretionary
$74M
100% of AUM
Avg account
$221K
Accounts
336
Employees
7
Advisory reps
4

Firm details

Headquarters
Ponte Vedra, Florida
CRD number
142080
Website
rwwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI61.39%
  • Individuals37.94%
  • Pension & Profit Sharing Plans0.45%
  • Charitable Organizations0.18%
  • Corporations / Businesses0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Truewater Wealth operates as an independent registered investment adviser owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and it also performs accounting-related work. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes primarily from a percentage-of-AUM model supplemented by hourly fees. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 47%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%, Private Funds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities47%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%
  • Private Funds1%

Contacts

3 of 4
  • Danny Worrell

    Danny Worrell

    Managing ShareholderCRD 5229545

  • Gregory Chapas

    Gregory Chapas

    Financial AdvisorCRD 7447152

  • Nora Wilson

    Nora Wilson

    Managing ShareholderCRD 6094841

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ponte Vedra, FL

Saint Johns

Location

Ponte Vedra, FL

Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Saint Johns
Address
818 Jimmy Buffett Memorial Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth