| Name | Title | Ownership | Since |
|---|---|---|---|
| Giselle Casella | Chief Compliance Officer | Under 5% | 2024 |
| Marc Howard Shachtman Control | Chief Executive Officer | Under 5% | 2019 |
| Monica Amalia Izquierdo Control | Chief Operating Officer | Under 5% | 2019 |
True Wealth Advisory Group, LLC reports $226.4 million in regulatory assets under management on its Form ADV.
True Wealth Advisory Group, LLC reports 4 employees.
True Wealth Advisory Group, LLC is based in Miami, FL and has been SEC-registered since 2022.
True Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 Alhambra Plaza, Floor Ph, Miami, FL 33134 |
| Phone | 786.358.0050 |
| Fax | 800.784.0094 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $225.9M |
| Non-discretionary | $448K |
| Total (RAUM) | $226.4M |