The TRUEWEALTH ADVISORS is a privately held investment adviser that advises $547.5mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRUEWEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 269.4% over the last 5-years.
The Group has been registered with the SEC for 7.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 2000 SOUTHLAKE PARK SUITE 200, HOOVER, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 13 investment and 8 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $547.5mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $363.72mn or 66.43% of Total Assets and Individuals own $177.23mn or 32.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
TRUEWEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.