TRUMAN WEALTH ADVISORS

Overview

Truman Wealth Advisors is an independent registered investment adviser that emphasizes equity-centric portfolios and fee-based financial planning for individuals, families and select institutional clients. The firm runs discretionary portfolio management as its primary offering, pairing traditional equity exposure with ESG integration — they identify themselves as an active ESG investor — and supplementing core holdings with selected fixed-income vehicles and alternative allocations. Fee arrangements include a percentage-of-AUM model alongside fixed-fee engagements for planning or project work. Investment activity centers on exchange-traded equities as the principal building blocks of client portfolios, with a stated preference for equities across managed accounts. The firm balances that equity bias with third-party alternative managers and use of annuities and mutual funds where appropriate for client objectives such as income, downside protection and tax planning. Advisory services focus on financial planning and portfolio management for individuals and small businesses, with solutions tailored to each client’s risk profile and liquidity needs.

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Public Holdings

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Location & Offices