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TRUE WEALTH & COMPANY

OVERLAND PARK, KS · CRD 174841 · IAPD ↗ · retirewithtrue.com · 913-653-8783

$126.5MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — TRUE WEALTH & COMPANY (OVERLAND PARK, KS) left the SEC roster (was $126.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.