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TRUWEALTH ADVISORS, LLC
METAIRIE, LA
504-779-7799
SEC #801-119073Total AUM
$3.1B
Employees
3Clients
4,700Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 LAKE VILLA DRIVE
SUITE 200
METAIRIE
LA 70002-6785
United States
SUITE 200
METAIRIE
LA 70002-6785
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Monday - Friday
Phone
504-779-7799
Other Offices
1
Financials
Total AUM
$3.1B
Accounts
7,629Discretionary
$3.1B
Accounts
7,629Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,280AUM
$1B
HNW Individual Clients
1,375AUM
$2B
Pension/Profit Sharing Plan Clients
5AUM
$1M
Charitable Organization Clients
10AUM
$7.3M
Corporation or Business Clients
30AUM
$9.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.