|
⚲
|
| TrueWealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 298838 |
| SEC # | 801-114236 |
| CIK # | 0001817714 |
| AUM | $438.9 M (2025-06-16) |
| Employees | 21 (62% Investors, 52% Brokers) |
| Phone | 205-588-4800 |
| Address | 2000 Southlake Park Hoover, AL 35244 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Servisfirst Bancshares Inc | 5.1 | ||
| Southern Co | 4.0 | ||
| Innovative Industrial Properties Inc | 3.4 | ||
| Microsoft Corp | 2.7 | ||
| Apple Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 716 | 160.2 |
| (b) Individuals (high net worth individuals) | 263 | 272.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,439 | 438.9 |
| By Discretionary | ||
| Discretionary | 1,434 | 435.2 |
| Non-Discretionary | 5 | 3.8 |
| Total | 1,439 | 438.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.9 | |
| Total | 1,439 | 438.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001817714] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harbor Advisory Corporation
✚
|
NH | 0.4 |
|
Wimmer Associates I LLC
✚
|
CA | 0.4 |
|
Smart Wealth LLC
✚
|
NE | 0.4 |
|
Alliance Wealth Advisors LLC
✚
|
PA | 0.4 |
|
Alaethes Wealth LLC
✚
|
0.4 | |
|
Park Edge Advisors LLC
✚
|
OH | 0.4 |
|
Prentiss Smith & Company Inc
✚
|
VT | 0.4 |
|
DLK Investment Management
✚
|
CA | 0.4 |
|
Penobscot Wealth Management
✚
|
ME | 0.4 |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 0.4 |