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TRUESDELL WEALTH, INC.
CRD 167112
200 N.W. 52ND AVE., OCALA, FL, 34482, United States
Phone
212-433-2525
Fax
352-873-4855
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$5.0M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $3.0M |
| High net worth individuals | 9 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD