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TRUEWEALTH ADVISORS, LLC

HOOVER, AL · CRD 298838 · IAPD ↗ · 205-588-4800

$547.5MRegulatory AUM
13Advisory reps
21Employees
0Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TRUEWEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($438.9M -> $547.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
July 2025 — TRUEWEALTH ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — TRUEWEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
October 2024 — TRUEWEALTH ADVISORS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — TRUEWEALTH ADVISORS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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