TRUVISTA ADVISORS LLC

Overview

Truvista Advisors LLC is an independent registered investment adviser organized as an LLC that focuses on providing fee-based wealth management and financial planning to individuals, families and small businesses. The firm delivers ongoing portfolio management and financial planning under a percentage-of-assets fee structure and favours using third-party managers and pooled vehicles rather than direct stock-picking at scale. Truvista does not list itself as an active ESG investor and does not operate as a multi-state or institutional pension consultant; its business centers on discretionary portfolio management for private clients. Investment activity shows a clear tilt toward publicly available pooled vehicles—primarily mutual funds—while supplementing client portfolios with selected alternative allocations. The firm uses Charles Schwab & Co., Inc. as its custodian, which holds the entirety of reported assets. Truvista describes advisory services oriented to individualized planning and portfolio management rather than acting as a standalone capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices