RIA Intel›Advisers›Michigan›TRUE WEALTH RETIREMENT PARTNERS, LLC

TRUE WEALTH RETIREMENT PARTNERS, LLC

Advisory

WYOMING, MI

Data as of Jul 1, 2026 · Source: SEC Form ADV

Average account

$196K

across 86 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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OHLMANN INVESTMENT ADVISORS LLC

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SW ADVISORS, LLC

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