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| Keyboard |
| Truman Wealth Advisors LLC
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|---|---|
| CRD # | 334752 |
| SEC # | 801-132042 |
| CIK # | |
| AUM | 106.0 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 573-540-4788 |
| Address | 411 N College Avenue Columbia, MO 65201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 54.5 |
| (b) Individuals (high net worth individuals) | 22 | 38.1 |
| (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 | 2.6 |
| (h) Charitable organizations | 1 | 10.7 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 424 | 106.0 |
| By Discretionary | ||
| Discretionary | 420 | 103.4 |
| Non-Discretionary | 4 | 2.6 |
| Total | 424 | 106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.0 | |
| Total | 424 | 106.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Your IA LLC
✚
|
UT | 106.6 M |
|
Top Private Wealth LLC
✚
|
CT | 106.5 M |
|
Fox Roger Bennett
✚
|
CA | 106.4 M |
|
Cypress Capital Management US Limited
✚
|
106.2 M | |
|
1230 Advisors LLC
✚
|
NY | 106.2 M |
|
Polero ICE Advisers
✚
|
106.0 M | |
|
Kairos Capital Management LLC
✚
|
WA | 105.9 M |
|
Portland Financial Advisors Inc
✚
|
105.8 M | |
|
Access Capital LLC
✚
|
KS | 105.6 M |
|
Northwind Financial LLC
✚
|
OR | 105.4 M |