Truewealth Advisors, LLC

RIASEC Registered

Total AUM

$547M

Discretionary

$543M

99% of AUM

Avg account

$339K

Accounts

1,614

Employees

Advisory reps

Firm details

Headquarters: Hoover, Alabama
CRD number: 298838
Registered since: October 31, 2018
Website: www.truewealthllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.43%
Individuals32.37%
Corporations / Businesses1.1%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Truewealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2018. The firm is organized as an LLC and is owned by an individual proprietor. It serves both individual and family clients as well as institutional accounts and functions as a capital allocator — directing client capital into third‑party managers and public markets. Fee arrangements include asset‑based fees, hourly billing, and fixed fees. In addition to advisory services, the firm operates as a registered representative of a broker‑dealer and as an insurance broker. Advisory offerings span financial planning, portfolio management for individuals and small businesses, pension consulting, selecting outside managers, and investor education through seminars and workshops. The firm identifies as an active ESG investor and shows a preference for public funds and mutual funds within client portfolios.