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

More Retirement Planning firms in Salem, Oregon:

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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