2700 Lake Villa Drive
Suite 200
Metairie, Louisiana 70002-6785
Tel: 504-779-7799
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306876 |
SEC# | 801-119073 |
Assets Managed by Firm | $2,535,697,292 |
No. of Clients | 7157 |
No. of Advisors | 34 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7157 | $2,535,697,292 |
Individuals (other than high net worth individuals) | 3020 | $769,601,779 |
High net worth individuals | 1329 | $1,747,867,137 |
Pension and profit sharing plans | 10 | $1,959,975 |
Charitable organizations | 8 | $5,298,112 |
Corporations or other businesses | 20 | $10,970,289 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,489,088,707 | 1855 | 12 | |
$2,000,884,017 | 12 | 7 |
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