|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Truwealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 306876 |
| SEC # | 801-119073 |
| CIK # | 0001834985 |
| AUM | $2.5 B (2025-02-10) |
| Employees | 34 (53% Investors, 0% Brokers) |
| Phone | 504-779-7799 |
| Address | 2700 Lake Villa Drive Metairie, LA 70002-6785 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 47.3 | ||
| Broadcom Inc | 43.0 | ||
| Apple Inc | 40.5 | ||
| Amazon Com Inc | 40.0 | ||
| Alphabet Inc | 37.7 | ||
| Costco Wholesale Corp /NEW | 37.5 | ||
| J P Morgan Chase & Co | 33.8 | ||
| International Business Machines Corp | 30.7 | ||
| AbbVie Inc | 26.5 | ||
| Lilly Eli & Co | 26.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,020 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,329 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,157 | 2.5 |
| By Discretionary | ||
| Discretionary | 7,157 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,157 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 7,157 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001834985] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oneascent Financial Services LLC
✚
|
AL | 2.6 |
|
Capital Counsel LLC
✚
|
NY | 2.6 |
|
Investment Consulting Group Inc
✚
|
IA | 2.6 |
|
Vicus Capital Inc
✚
|
PA | 2.6 |
|
Cooper Financial Group
✚
|
CA | 2.6 |
|
Foster & Motley Inc
✚
|
OH | 2.5 |
|
TREK Financial LLC
✚
|
AZ | 2.5 |
|
Creative Financial Designs Inc
✚
|
IN | 2.5 |
|
Deschutes Investment Consulting LLC
✚
|
OR | 2.5 |
|
Grove Point Advisors LLC
✚
|
MD | 2.5 |