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| TrueWealth Advisors LLC
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|---|---|
| CRD # | 298838 |
| SEC # | 801-114236 |
| CIK # | 0001817714 |
| AUM | 547.5 M (2026-03-18) |
| Employees | 21 (62% Investors, 52% Brokers) |
| Phone | 205-588-4800 |
| Address | 2000 Southlake Park Hoover, AL 35244 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001817714 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Servisfirst Bancshares Inc | 5.7 | ||
| Innovative Industrial Properties Inc | 4.5 | ||
| Southern Co | 3.9 | ||
| Apple Inc | 3.2 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Amazon Com Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 793 | 177.2 |
| (b) Individuals (high net worth individuals) | 297 | 363.7 |
| (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 | 2 | 0.5 |
| (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 | 12 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,614 | 547.5 |
| By Discretionary | ||
| Discretionary | 1,610 | 543.1 |
| Non-Discretionary | 4 | 4.4 |
| Total | 1,614 | 547.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 547.5 | |
| Total | 1,614 | 547.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001817714] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global View Investment Advisors LLC
✚
|
SC | 553.8 M |
|
Creekside Partners Financial Advisers LLC
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|
CA | 553.4 M |
|
Alliance Wealth Advisors LLC
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|
UT | 552.0 M |
|
Adaptive Financial Consulting LLC
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OH | 547.1 M |
|
Stewardship Advisors LLC
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|
PA | 545.2 M |
|
Penobscot Wealth Management
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|
ME | 544.5 M |
|
Golden Reserve Retirement LLC
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|
OH | 544.3 M |
|
Dividend Assets Capital LLC
✚
|
SC | 540.8 M |
|
Herold Advisors Inc
✚
|
NY | 540.2 M |
|
WBI Investments LLC
✚
|
NJ | 539.6 M |