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 since 2018. The firm describes itself as a capital allocator serving both individuals/families and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Truewealth provides a mix of services that include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, and educational workshops. It also operates as a registered representative of a broker-dealer and as an insurance broker. The firm identifies as an active ESG investor and is owned by an 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 172Active vs passive
$366M in ETFs
53%
$193M
33%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY) | Fundstrat Capital | $33.7M | 1,413,116 | 9.21% |
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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