RIA Intel›Advisers›Georgia›TRUEWEALTH, LLC

TRUEWEALTH, LLC

Advisory

N·ATLANTA, GA

Data as of Aug 27, 2020 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+27.6%

3-Year CAGR

+13.1%

Employees

21

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.6B

Non-Discretionary AUM$123M

Discretionary %92.8%

Total Clients—

Team

Total Employees21

Investment Advisers33

Employee Growth (1Y)—

Filing History

Total Filings on Record79

First FilingApr 27, 2001

Latest FilingAug 27, 2020

🔒 Full AUM trend chart and 79 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRUEWEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.