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| Truwealth Advisors LLC
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|---|---|
| CRD # | 306876 |
| SEC # | 801-119073 |
| CIK # | 0001834985 |
| AUM | 3,050.5 M (2026-05-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 504-779-7799 |
| Address | 2700 Lake Villa Drive Metairie, LA 70002-6785 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001834985 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Quanta Services Inc | 0.0 | ||
| Freeport McMoran Copper & Gold Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Royal Dutch Shell PLC | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Diamondback Energy Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,280 | 1.0 |
| (b) Individuals (high net worth individuals) | 1,375 | 2.0 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 10 | 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 | 30 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,629 | 3.1 |
| By Discretionary | ||
| Discretionary | 7,629 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,629 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 7,629 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001834985] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 143 |
| Serves | Institutional, Retail, Research |
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