TRUADVISORS

TRUADVISORS FINANCIAL, LLC

CRD 170564 · SEC 801-132751

3030 N ROCKY POINT DRIVE W, SUITE 280, TAMPA, FL, 33607, United States

Phone

(813) 212-4000

Fax

(813) 212-4444

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$132.7M

Discretionary AUM

$129.3M

Team

4 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	140	$31.6M
High net worth individuals	32	$101.1M

CO, GA, LA, TX, FL

Official SEC filing: View on IAPD