TrueWealth LLC

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CAFR Data
TrueWealth LLC
CRD #111055
SEC #801-57165
CIK #
AUM $1.7 BB (93% Disc, 99% US, 2020-02-24)
Employees36 (67% Investors, 0% Brokers)
Phone404-487-0500
Address3630 Peachtree Road, NE
Atlanta, GA 30326
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
17051364102368234101999200620132021
Sector Issuer Cap ($MM) Value ($MM)
KO 197,950.0 56.7
IWD 8.0
IVV 7.0
HD 260,450.0 6.3
LMT 104,380.0 4.8
AAPL 1,372,810.0 4.1
EFA 3.9
SPY 3.9
IJR 3.8
T 219,590.0 3.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
Ancora Family Wealth Advisors LLC
OH 1.7
BNY Mellon Securities Corporation
NY 1.7
Philadelphia International Advisors LP
PA 1.7
Infinex Investments Inc
CT 1.7
Pembroke Management Ltd
1.7
Stanford Capital Management LLC
TX 1.7
Chieftain Capital Management Inc
NY 1.7
Cortina Asset Management LLC
WI 1.7
Smith Salley & Associates LLC
NC 1.7
Fairport LLC
OH 1.7
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