True Wealth & Company LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

True Wealth & Company LLC ✚
CRD #	174841
SEC #	801-124969
CIK #
AUM
Employees	8 (50% Investors, 0% Brokers)
Phone	913-653-8783
Address	7450 W 130th Street Overland Park, KS 66213
Source	[IAPD] [Website] [Twitter] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	207	57.3
(b) Individuals (high net worth individuals)	44	60.4
(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	9	7.6
(h) Charitable organizations	0	0.1
(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	0	1.2
(n) Other	0	0.0
Total	856	126.5
By Discretionary
Discretionary	814	122.1
Non-Discretionary	42	4.4
Total	856	126.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		126.5
Total	856	126.5

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