Truewealth Advisors, LLC
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
FINTRXOverview
Truewealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm identifies as a capital allocator that serves both individual and family clients as well as institutional accounts. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Beyond advisory work, the firm’s business activities extend into broker-dealer registered representative work and insurance brokerage. On the advisory side Truewealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and educational workshops. The firm signals an interest in ESG investing as an active ESG investor and describes an owner-type of individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities22%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Paul Marks
Chief Executive OfficerCRD 4948330
Daniel Jones
Chief Operating Officer / Wealth AdvisorCRD 5061683
Contacts
3 of 12
Freddy Williamson
Registered Financial ConsultantCRD 1513825
Christopher Phillips
Wealth AdvisorCRD 5057339
Ronald Paulk
Financial AdvisorCRD 2302319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 177Active vs passive
$412M in ETFs
54%
$222M
31%
$190M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY) | Fundstrat Capital | $39.7M | 1,437,336 | 9.65% |
Location
Hoover, AL
Jefferson
Location
Hoover, AL
Headquartered in Hoover, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2000 Southlake Park
- Time zone
- CT (UTC-6)
- Office locations
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