RIA Intel›Advisers›Louisiana›TRUE FINANCIAL, LLC

TRUE FINANCIAL, LLC

Advisory

HOUMA, LA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account
$153K
across 77 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

MANNA WEALTH STRATEGIES, LLC
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ENTRUST INVESTMENT MANAGEMENT LLC
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0.0% 1Y
EQUILIBRIUM FINANCIAL PLANNING LLC
$13M
FULLINGTON & ASSOCIATES, LLC
$13M
SOW ADVISORS LLC
YOUNGSVILLE, LA
$10M

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