TRUEWEALTH ADVISORS, LLC

2000 Southlake Park
Suite 200
Hoover, Alabama 35244
Tel: 205-588-4800

About TRUEWEALTH ADVISORS, LLC

TRUEWEALTH ADVISORS, LLC, formally registered with the SEC as TRUEWEALTH ADVISORS, LLC. The firm was established in 10/31/2018. They have over 10 offices throughout the country.

TRUEWEALTH ADVISORS, LLC is a Hoover, Alabama based Financial Planning firm with nearly $438,937,842 assets under management, offering retirement planning & investment advisory services to 1439 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298838
SEC#	801-114236
Assets Managed by Firm	$438,937,842
No. of Clients	1439
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1439	$438,937,842
Individuals (other than high net worth individuals)	716	$160,169,509
High net worth individuals	263	$272,874,388
Charitable organizations	1	$364,963
Corporations or other businesses	9	$5,528,982

More Retirement Planning firms in Hoover, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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