True Private Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, OR. Its latest Form ADV filing, dated March 27, 2026, reports $1.4B in regulatory assets under management, 22 employees, 1 office, and 1,592 accounts.
Assets Under Management
$1.4B
Employees
22
Offices
1 office
Total Clients
1,592
Primary office
SALEM, OR
1781 LIBERTY STREET SE, SUITE 200, SALEM, OR, United States
Top client segmentIndividuals represent 76.6% of total clients.
Top client categories% of clientsClients
1
Individuals
76.6%
1,219
2
HNWI
22.4%
357
3
Charitable
0.4%
6
4
Pension Plans
0.3%
5
5
Corporations
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 27, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts1,592
10Y AUM Change+$732M (+105.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee72:1
10Y Employee Change+9 (+69.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.