← Back to searchVisit website
TRUVESTMENTS CAPITAL LLC
CRD 291297 · SEC 801-112243
5391 LAKEWOOD RANCH BLVD N, SUITE #303, SARASOTA, FL, 34240, United States
Phone
(855) 955-1982
Fax
941-755-7055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$660.8M
Discretionary AUM
$638.3M
Team
17 total employees; 15 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1199 | $374.3M |
| High net worth individuals | 117 | $270.5M |
| Pooled investment vehicles | 1 | $6.5M |
States served
CA, IL, LA, NV, NJ, NY, NC, OH, PA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.mcenerneytag.com/
- https://rizzottowealth.com/
- https://shaneandshanefinancial.com/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/11333550/
- HTTPS://WWW.TRUVESTMENTS.COM
- HTTPS://WWW.FACEBOOK.COM/TRUVESTMENTS/
- https://www.lilywealthmanagement.com
- https://quigleyfinancialservices.com/
- https://spicerwealth.com/
- https://tampabayadvisory.com/
- https://www.linkedin.com/search/results/all/?heroEntityKey=urn%3Ali%3Aorganization%3A81482703&keywords=Safstrom%20CPAs%20%26%20A
Official SEC filing: View on IAPD