Wealth Manager
    SEC Registered
    Manages Private Funds

    Truwealth Advisors, LLC

    Registered investment advisor · Metairie, Louisiana · CRD #306876

    Assets Under Management
    $3.1B
    Client Accounts
    7,629
    Employees
    34
    CRD Number
    306876
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Truwealth Advisors, LLC

    TruWealth Advisors, LLC is a fee-only investment advisory firm based in Louisiana, established in 2020, offering tailored financial planning and investment advice. It operates as a Registered Investment Advisor (RIA) with a focus on retirement readiness and financial stability.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Truwealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Truwealth Advisors, LLC's AUM?

    Truwealth Advisors, LLC reports approximately $3.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Truwealth Advisors, LLC headquartered?

    Truwealth Advisors, LLC is headquartered in Metairie, Louisiana.

    What is Truwealth Advisors, LLC's CRD number?

    Truwealth Advisors, LLC's CRD number is 306876. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Truwealth Advisors, LLC manage?

    Truwealth Advisors, LLC manages approximately 7,629 client accounts according to its latest SEC filing.

    Is Truwealth Advisors, LLC SEC registered?

    Yes, Truwealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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