TRUE PRIVATE WEALTH ADVISORS, LLC

1781 Liberty Street Se
Suite 200
Salem, Oregon 97302
Tel: 503-400-3311

About TRUE PRIVATE WEALTH ADVISORS, LLC

TRUE PRIVATE WEALTH ADVISORS, LLC, formally registered with the SEC as TRUE PRIVATE WEALTH ADVISORS, LLC. The firm was established in 08/07/2012. They have over 2 offices throughout the country.

TRUE PRIVATE WEALTH ADVISORS, LLC is a Salem, Oregon based Financial Planning firm with nearly $1,240,700,489 assets under management, offering retirement planning & investment advisory services to 4412 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164947
SEC#	801-76997
Assets Managed by Firm	$1,240,700,489
No. of Clients	4412
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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4412	$1,240,700,489
Individuals (other than high net worth individuals)	1229	$445,149,972
High net worth individuals	340	$773,970,925
Pension and profit sharing plans	4	$3,362,341
Charitable organizations	6	$17,388,847
Corporations or other businesses	3	$828,404

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