Truman Wealth Advisors
Truman Wealth Advisors is an SEC-registered wealth manager in Columbia, MO with $106.0M assets under management (AUM, regulatory AUM), -25% over one year. See who owns Truman Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334752, SEC 801-132042, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $106.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Columbia, MO
- Employees
- 3
- Clients
- 98
- CRD
- 334752
- Ownership
- McCubbin, Melinda, Jean; OSTHUS, ELLEN, KATHERINE
How much AUM does Truman Wealth Advisors have?
Truman Wealth Advisors reported $106.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Truman Wealth Advisors?
Disclosed owners and executives of Truman Wealth Advisors include McCubbin, Melinda, Jean, OSTHUS, ELLEN, KATHERINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.