True Wealth Advisory Group
True Wealth Advisory Group is an SEC-registered ria in Miami, FL with $240.1M assets under management (AUM, regulatory AUM), +6% over one year. See who owns True Wealth Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306523, SEC 801-123140, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $240.1M (2026-03-19)
- Firm type
- Ria
- Location
- Miami, FL
- Employees
- 4
- Clients
- 102
- CRD
- 306523
- Ownership
- TWAG HOLDINGS, INC.; SHACHTMAN, MARC, HOWARD; MORRIS, ERIK, W.; IZQUIERDO, MONICA, AMALIA; Deangelis, Mark, Joseph
How much AUM does True Wealth Advisory Group have?
True Wealth Advisory Group reported $240.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns True Wealth Advisory Group?
Disclosed owners and executives of True Wealth Advisory Group include TWAG HOLDINGS, INC., SHACHTMAN, MARC, HOWARD, MORRIS, ERIK, W., IZQUIERDO, MONICA, AMALIA, Deangelis, Mark, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.