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| True Private Wealth Advisors LLC
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|---|---|
| CRD # | 164947 |
| SEC # | 801-76997 |
| CIK # | 0001667074 |
| AUM | 1,426.8 M (2026-05-06) |
| Employees | 22 (100% Investors, 0% Brokers) |
| Phone | 503-400-3311 |
| Address | 1781 Liberty Street SE Salem, OR 97302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Barclays Bank PLC | 30.9 | ||
| Apple Inc | 25.3 | ||
| iShares Comex Gold Trust | 18.1 | ||
| Nvidia Corp | 14.3 | ||
| Microsoft Corp | 11.7 | ||
| Amazon Com Inc | 9.5 | ||
| Johnson & Johnson | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,219 | 457.3 |
| (b) Individuals (high net worth individuals) | 357 | 940.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.2 |
| (h) Charitable organizations | 6 | 23.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,592 | 1,426.8 |
| By Discretionary | ||
| Discretionary | 1,592 | 1,426.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,592 | 1,426.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,426.8 | |
| Total | 1,592 | 1,426.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667074] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
JGP Wealth Management LLC
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|
OR | 1,431.8 M |
|
Oak City Consulting LLC
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|
NC | 1,431.6 M |
|
Sanderson Wealth Management LLC
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|
NY | 1,431.2 M |
|
1832 Asset Management US Inc
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|
1,427.5 M | |
|
Anderson Hoagland & Co
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|
MO | 1,427.3 M |
|
Nottingham Advisors Inc
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|
NY | 1,426.1 M |
|
The Edgar Lomax Company
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|
VA | 1,424.0 M |
|
Ironsides Asset Advisors LLC
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|
NC | 1,423.9 M |
|
MBL Wealth LLC
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|
NC | 1,422.9 M |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1,421.9 M |