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| Happy Holidays!! thanks for using AUM13F!! |
| Truwealth Advisors LLC
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001834985 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 47.3 | ||
| Broadcom Inc | 43.0 | ||
| Apple Inc | 40.5 | ||
| Amazon Com Inc | 40.0 | ||
| Alphabet Inc | 37.7 | ||
| Costco Wholesale Corp /NEW | 37.5 | ||
| J P Morgan Chase & Co | 33.8 | ||
| International Business Machines Corp | 30.7 | ||
| AbbVie Inc | 26.5 | ||
| Lilly Eli & Co | 26.1 | ||
| Cisco Systems Inc | 25.6 | ||
| Freeport McMoran Copper & Gold Inc | 25.1 | ||
| VISA Inc | 23.7 | ||
| Royal Dutch Shell PLC | 23.4 | ||
| Synovus Financial Corp | 23.3 | ||
| Diamondback Energy Inc | 21.6 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Oneascent Financial Services LLC
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AL | 2.6 |
|
Capital Counsel LLC
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NY | 2.6 |
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IA | 2.6 |
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PA | 2.6 |
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Cooper Financial Group
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CA | 2.6 |
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Foster & Motley Inc
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OH | 2.5 |
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TREK Financial LLC
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AZ | 2.5 |
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Creative Financial Designs Inc
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IN | 2.5 |
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Deschutes Investment Consulting LLC
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OR | 2.5 |
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Grove Point Advisors LLC
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MD | 2.5 |