| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason D. Herber, Inc. Control | Member | 10-25% | 2024 |
| Jason David Herber Control | Chief Financial Officer (cfo) | Under 5% | 2012 |
| M Brett Davis Inc. Control | Member | 10-25% | 2024 |
True Private Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
True Private Wealth Advisors, LLC reports 20 employees.
True Private Wealth Advisors, LLC is based in Salem, OR and has been SEC-registered since 2012.
True Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1781 Liberty Street SE, Suite 200, Salem, OR 97302 |
| Phone | 503-400-3311 |
| Fax | 503-400-3291 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.26B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.26B |