TRUWEALTH ADVISORS, LLC

2700 Lake Villa Drive
Suite 200
Metairie, Louisiana 70002-6785
Tel: 504-779-7799

About TRUWEALTH ADVISORS, LLC

TRUWEALTH ADVISORS, LLC, formally registered with the SEC as TRUWEALTH ADVISORS, LLC. The firm was established in 07/17/2020. They have over 3 offices throughout the country.

TRUWEALTH ADVISORS, LLC is a Metairie, Louisiana based Financial Planning firm with nearly $1,673,599,482 assets under management, offering retirement planning & investment advisory services to 6108 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306876
SEC#	801-119073
Assets Managed by Firm	$1,673,599,482
No. of Clients	6108
No. of Advisors	36

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6108	$1,673,599,482
Individuals (other than high net worth individuals)	3473	$1,027,473,626
High net worth individuals	402	$635,219,230
Pension and profit sharing plans	10	$2,119,919
Charitable organizations	Fewer than 5 clients	$2,200,455
Corporations or other businesses	8	$6,586,252

Inquire with TRUWEALTH ADVISORS, LLC

More Retirement Planning firms in Metairie, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$12,683,180,123	48067	499
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,431,505,745	10	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,302,559,870	1808	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048	$1,954,920,079	12	7
ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street Suite 1808 New Orleans, LA, 70130-6308	$1,673,206,759	594	4

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