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 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 Status	Approved
Firm CRD#	306876
SEC#	801-119073
Assets Managed by Firm	$2,535,697,292
No. of Clients	7157
No. of Advisors	34

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 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

More Retirement Planning firms in Metairie, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7
ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street Suite 1808 New Orleans, LA, 70130-6308	$1,646,093,931	568	4

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