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TRUELINE WEALTH GROUP, LLC

HATTIESBURG, MS · CRD 342570 · IAPD ↗ · truelinewealthgroup.com · 601-255-5457

$0Regulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
July 2026 — TRUELINE WEALTH GROUP, LLC (HATTIESBURG, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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