Truewealth Advisors, LLC
Truewealth Advisors, LLC is an SEC-registered mass-market adviser in Hoover, AL with $547.5M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Truewealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298838, SEC 801-114236, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $547.5M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Hoover, AL
- Employees
- 21
- Clients
- 1,104
- CRD
- 298838
- Ownership
- SIMS, LARRY, JASON; MARKS, PAUL, BENSON; BROADHEAD, DOROTHY, LOUISE; JONES, DANIEL, RICHMOND; Shunnarah, Anthony, Scott
How much AUM does Truewealth Advisors, LLC have?
Truewealth Advisors, LLC reported $547.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Truewealth Advisors, LLC?
Disclosed owners and executives of Truewealth Advisors, LLC include SIMS, LARRY, JASON, MARKS, PAUL, BENSON, BROADHEAD, DOROTHY, LOUISE, JONES, DANIEL, RICHMOND, Shunnarah, Anthony, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.