TRUEWEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2018

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 formed as an LLC and registered with the SEC in 2018. The firm serves individual, family and some institutional clients, operating as a capital allocator and an active ESG investor. Its service mix combines portfolio management, comprehensive financial planning, pension consulting and the selection of third‑party managers, and it also runs educational seminars and workshops. In addition to advisory work, the firm maintains broker‑dealer and insurance brokerage relationships, and charges clients via percentage of AUM, hourly billing and fixed fees. Investment activity shows a clear tilt toward pooled public funds and ETFs rather than concentrated single‑stock bets. The adviser uses external managers for alternative exposures and directs client allocations across mutual funds, ETFs, annuities and corporate debt to meet income, diversification and ESG objectives.