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TRUE EQUITY WEALTH MANAGEMENT LLC
CRD 316790
1033 DEMONBREUN ST., SUITE 300, NASHVILLE, TN, 37203, United States
Phone
615-861-1518
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.3M
Discretionary AUM
$11.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.8M |
| High net worth individuals | 5 | $4.6M |
| Pension/profit sharing plans | 1 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD