Truvestor Wealth Management

Overview

Truvestor Wealth Management is an independent, individual-owned RIA that serves primarily individuals and families. The firm operates as a capital allocator and combines financial planning with discretionary portfolio management and selection of outside advisers. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Truvestor identifies equities as its preferred allocation and is not an active ESG investor. Investment activity is concentrated in public equity markets, with portfolio construction oriented around exchange-traded instruments. The firm also uses mutual funds and corporate debt within client portfolios and allocates to third-party alternative managers for real estate exposure, including REITs. Truvestor’s business activity profile indicates it also engages in the sale of other financial products beyond advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices