PPrivate Fund Data Log in Join · $37/mo

Truwealth Advisors, LLC

CRD 306876SEC# 801-119073Metairie, LA
Export (members)
No longer SEC-registered. Truwealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.54B
Employees
34
Accounts
7,157
Location
Metairie, LA

Truwealth Advisors, LLC assets under management

Truwealth Advisors, LLC is an SEC-registered investment adviser based in Metairie, LA. It reports $2.5 billion in regulatory assets under management and employs 34 people.
View on SEC.gov ↗

Truwealth Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Charles Lee Simmons ControlChief Executive OfficerUnder 5%2020
James Carlos Parrie ControlChief Operating OfficerUnder 5%2020
Jennifer Maria Valteau ControlChief Compliance OfficerUnder 5%2020
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Truwealth Advisors, LLC manage?

Truwealth Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Truwealth Advisors, LLC have?

Truwealth Advisors, LLC reports 34 employees.

Where is Truwealth Advisors, LLC located?

Truwealth Advisors, LLC is based in Metairie, LA.

Does Truwealth Advisors, LLC disclose fund performance?

Truwealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700 Lake Villa Drive, Suite 200, Metairie, LA 70002-6785
Office hours8:00a.m. - 6:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.54B
Non-discretionary$0
Total (RAUM)$2.54B