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TRUEWEALTH ADVISORS, LLC
CRD 298838 · SEC 801-114236
2000 SOUTHLAKE PARK, SUITE 200, HOOVER, AL, 35244, United States
Phone
205-588-4800
Fax
205-383-2494
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$547.5M
Discretionary AUM
$543.1M
Team
21 total employees; 13 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 793 | $177.2M |
| High net worth individuals | 297 | $363.7M |
| Charitable organizations | 2 | $540K |
| Corporations/business entities | 12 | $6.0M |
States served
AL, GA, LA, MS, NE, NC, OK, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD