← Back to searchVisit website
TRUE WEALTH STEWARDS
TRUE WEALTH STEWARDS LLC
CRD 305312
160 W CARMEL DR, STE 253, CARMEL, IN, 46032, United States
Phone
317-567-9008
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.5M
Discretionary AUM
$47.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $14.6M |
| High net worth individuals | 19 | $33.0M |
All web addresses on file
Official SEC filing: View on IAPD