| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellen Katherine Osthus Control | Chief Compliance Officer | Under 5% | 2025 |
| Melinda Jean McCubbin Control | President | Over 75% | 2018 |
Truman Wealth Advisors LLC reports $142.1 million in regulatory assets under management on its Form ADV.
Truman Wealth Advisors LLC reports 3 employees.
Truman Wealth Advisors LLC is based in Columbia, MO and has been SEC-registered since 2025.
Truman Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 411 N. College Avenue, Suite 201, Columbia, MO 65201 |
| Phone | 573-540-4788 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $142.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $142.1M |