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TRUE PRIVATE WEALTH ADVISORS, LLC
SALEM, OR
503-400-3311
SEC #801-76997Total AUM
$1.4B
Employees
22Clients
1,592Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1781 LIBERTY STREET SE
SUITE 200
SALEM
OR 97302
United States
SUITE 200
SALEM
OR 97302
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
503-400-3311
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
1,592Discretionary
$1.4B
Accounts
1,592Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,219AUM
$457.3M
HNW Individual Clients
357AUM
$940.7M
Pension/Profit Sharing Plan Clients
5AUM
$2.2M
Charitable Organization Clients
6AUM
$23.9M
Corporation or Business Clients
5AUM
$2.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLHIIDLAMTNENHORSCTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.