Investment adviser · CRD 174841
TRUE WEALTH & COMPANY
Investment adviser filing (IA)
TRUE WEALTH & COMPANY LLC
OVERLAND PARK, KS, United States · Form ADV filed Nov 21, 2023
- Regulatory AUM
- $126M Form ADV · Item 5.F
- Client accounts
- 856 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 44 | $60,411,073 | 47.8% |
| Individuals | 207 | $57,266,005 | 45.3% |
| Retirement plans | 9 | $7,555,801 | 6.0% |
| Corporations & businesses | Fewer than 5 | $1,193,722 | 0.9% |
| Charities | Fewer than 5 | $69,847 | 0.1% |
Filing source
Form ADV 1799020 · Nov 21, 2023 · 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: Nov 21, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7450 W 130TH STREET, SUITE 300OVERLAND PARK, KS, 66213, United States
CRD 174841
Filing source
Form ADV 1799020 · Nov 21, 2023 · 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.