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TRUWEALTH ADVISORS, LLC

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

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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 2 offices throughout the country.

TRUWEALTH ADVISORS, LLC is a Metairie, Louisiana based Financial Planning firm with nearly $2,535,697,292 assets under management, offering retirement planning & investment advisory services to 7157 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306876
SEC#801-119073
Assets Managed by Firm$2,535,697,292
No. of Clients7157
No. of Advisors34

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total7157$2,535,697,292
Individuals (other than high net worth individuals)3020$769,601,779
High net worth individuals1329$1,747,867,137
Pension and profit sharing plans10$1,959,975
Charitable organizations8$5,298,112
Corporations or other businesses20$10,970,289

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WATERS, PARKERSON & CO., LLC
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SISUNG INVESTMENT MANAGEMENT SERVICES LLC
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