Investment adviser · CRD 306523
TRUE WEALTH ADVISORY GROUP
Investment adviser filing (IA)
TRUE WEALTH ADVISORY GROUP, LLC
MIAMI, FL, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $240M Form ADV · Item 5.F
- Client accounts
- 260 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 33 | $102,427,793 | 42.7% |
| High-net-worth individuals | 60 | $87,126,564 | 36.3% |
| Other clients | 9 | $50,562,980 | 21.1% |
Filing source
Form ADV 2065160 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1 ALHAMBRA PLAZA, FLOOR PHMIAMI, FL, 33134, United States
CRD 306523
Filing source
Form ADV 2065160 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.