| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Richmond Jones Control | Chief Operations Officer/Managing Member | Under 5% | 2019 |
| Larry Jason Sims Control | Managing Member And Chief Compliance Officer | 50-75% | 2017 |
| Paul Benson Marks Control | Member | 50-75% | 2014 |
Truewealth Advisors, LLC reports $438.9 million in regulatory assets under management on its Form ADV.
Truewealth Advisors, LLC reports 21 employees.
Truewealth Advisors, LLC is based in Hoover, AL and has been SEC-registered since 2018.
Truewealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2000 Southlake Park, Suite 200, Hoover, AL 35244 |
| Phone | 205-588-4800 |
| Fax | 205-383-2494 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $435.2M |
| Non-discretionary | $3.8M |
| Total (RAUM) | $438.9M |