RIA Intel›Advisers›Florida›TRUEWATER WEALTH, P.A.

TRUEWATER WEALTH, P.A.

Advisory

PONTE VEDRA BEACH, FL

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,446

of 2,610 advisers by AUM

Average account

$221K

across 336 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$336K

Discretionary %99.5%

Total Clients139

Team

Total Employees7

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InFL, GA

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

139 clients

21 high-net-worth

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

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Advisers of similar size in FL

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

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SARASOTA CAPITAL STRATEGIES,INC.

$75M

OCEANUS CAPITAL PARTNERS, LLC

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$74M

WATSON ASSET MANAGEMENT, LLC

$75M

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