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Charles Lee Simmons

Chief Executive OfficerTruwealth Advisors, LLCCRD 2145300

About Charles Lee Simmons

Charles Lee Simmons is listed as Chief Executive Officer at Truwealth Advisors, LLC in Metairie, LA. Form ADV reports a beneficial ownership band of Under 5%. Charles Lee Simmons is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Truwealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Lee Simmons work?

Charles Lee Simmons is listed as Chief Executive Officer at Truwealth Advisors, LLC on SEC Form ADV.

How much of Truwealth Advisors, LLC does Charles Lee Simmons own?

Form ADV reports a beneficial ownership band of Under 5%.

Truwealth Advisors, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2020

Truwealth Advisors, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2020