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| Truefg LLC
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| CRD # | 285850 |
| SEC # | 801-110087 |
| CIK # | 0001766067 |
| AUM | 409.0 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-649-2383 |
| Address | 1464 E Whitestone Blvd Cedar Park, TX 78613 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766067 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 14.5 | ||
| Apple Inc | 2.0 | ||
| Seagate Technology PLC | 1.3 | ||
| Visa Inc | 1.3 | ||
| Marsh & McLennan Companies Inc | 0.8 | ||
| Broadcom Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| MercadoLibre Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 167.0 |
| (b) Individuals (high net worth individuals) | 149 | 242.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,148 | 409.0 |
| By Discretionary | ||
| Discretionary | 2,148 | 409.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,148 | 409.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.0 | |
| Total | 2,148 | 409.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766067] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
Advisory Solutions Group LLC
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|
Range Financial Group LLC
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|
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|
Heritage Financial LLC
✚
|
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