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| Keyboard |
| True Wealth Advisory Group LLC
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|
|---|---|
| CRD # | 306523 |
| SEC # | 801-123140 |
| CIK # | |
| AUM | 240.1 M (2026-03-19) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 786-358-0050 |
| Address | 1 Alhambra Plaza Miami, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 60 | 87.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 33 | 102.4 |
| (n) Other | 9 | 50.6 |
| Total | 260 | 240.1 |
| By Discretionary | ||
| Discretionary | 256 | 239.5 |
| Non-Discretionary | 4 | 0.6 |
| Total | 260 | 240.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 239.3 | |
| Total | 260 | 240.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 39 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Interactive Financial Advisors Inc
✚
|
IL | 240.4 M |
|
Keystone Financial Services LLC
✚
|
NE | 240.3 M |
|
Lumina Wealth Management LLC
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|
NC | 240.2 M |
|
Allied Portfolio Management Inc
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|
AZ | 240.2 M |
|
Legend Capital Advisors LLC
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|
240.2 M | |
|
Jennings & Associates Financial Advisors LLC
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|
KY | 240.1 M |
|
IFS Group LLC
✚
|
PA | 240.0 M |
|
Loyola Asset Management LLC
✚
|
FL | 239.9 M |
|
Marest Capital LLC
✚
|
CA | 239.8 M |
|
Brewster Financial Planning LLC
✚
|
NY | 239.7 M |