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TRUE HORIZON WEALTH ADVISORS, LLC
CRD 170330 · SEC 801-79224
603 WEST SWEDESFORD ROAD, MALVERN, PA, 19355, United States
Phone
(484) 320-8373
Fax
(484) 320-8906
Registration
— (—)
Source
State registered
Total AUM
$52.2M
Discretionary AUM
$52.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $14.1M |
| High net worth individuals | 20 | $38.1M |
All web addresses on file
Official SEC filing: View on IAPD