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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| True Private Wealth Advisors LLC
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|---|---|
| CRD # | 164947 |
| SEC # | 801-76997 |
| CIK # | 0001667074 |
| AUM | $1.3 B (2025-07-15) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 503-400-3311 |
| Address | 1781 Liberty Street SE Salem, OR 97302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.1 | ||
| Microsoft Corp | 16.3 | ||
| Nvidia Corp | 10.9 | ||
| Amazon Com Inc | 10.1 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Lilly Eli & Co | 5.7 | ||
| Costco Wholesale Corp /NEW | 5.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,142 | 416.5 |
| (b) Individuals (high net worth individuals) | 336 | 819.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 6 | 21.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,050 | 1,261.1 |
| By Discretionary | ||
| Discretionary | 4,050 | 1,261.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,050 | 1,261.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,261.1 | |
| Total | 4,050 | 1,261.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001667074] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Midwest Financial Partners Investments Inc
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|
MN | 1.3 |
|
Oak City Consulting LLC
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|
NC | 1.3 |
|
Bay Colony Advisory Group Inc
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|
MA | 1.3 |
|
CornerStone Capital Inc
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|
CA | 1.3 |
|
Penn Davis McFarland Inc
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|
TX | 1.3 |
|
Fiduciary Services LLC
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|
ID | 1.3 |
|
Tanager Wealth Management LLP
✚
|
1.3 | |
|
River Wealth Advisors LLC
✚
|
PA | 1.3 |
|
Ironsides Asset Advisors LLC
✚
|
NC | 1.3 |
|
Meridian Wealth Partners LLC
✚
|
PA | 1.3 |