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TRUMAN WEALTH ADVISORS
TRUMAN WEALTH ADVISORS LLC
CRD 334752 · SEC 801-132042
411 N. COLLEGE AVENUE, SUITE 201, COLUMBIA, MO, 65201, United States
Phone
573-540-4788
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.0M
Discretionary AUM
$103.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $54.5M |
| High net worth individuals | 22 | $38.1M |
| Charitable organizations | 1 | $10.7M |
| Corporations/business entities | 1 | $37K |
States served
IL, MN, TN, MO, TX
All web addresses on file
Official SEC filing: View on IAPD