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TRUWEALTH ADVISORS, LLC

METAIRIE, LA · CRD 306876 · IAPD ↗ · 504-779-7799

$3.05BRegulatory AUM
14Advisory reps
32Employees
143Clients
More than 500Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — TRUWEALTH ADVISORS, LLC (METAIRIE, LA) left the SEC roster (was $3.05B RAUM, 14 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
55
May 2026 — TRUWEALTH ADVISORS, LLC shrank from 18 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
December 2025 — TRUWEALTH ADVISORS, LLC notice-filed in OK, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2025 — TRUWEALTH ADVISORS, LLC notice-filed in CO, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — TRUWEALTH ADVISORS, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — TRUWEALTH ADVISORS, LLC reported RAUM up 26% ($1.67B -> $2.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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