Truewealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hoover, AL. Its latest Form ADV filing, dated March 18, 2026, reports $547M in regulatory assets under management, 21 employees, 9 offices, and 1,614 accounts.
Assets Under Management
$547M
Employees
21
Offices
9 offices
Total Clients
1,104
Primary office
HOOVER, AL
2000 SOUTHLAKE PARK, SUITE 200, HOOVER, AL, United States
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
793
2
HNWI
26.9%
297
3
Corporations
1.1%
12
4
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$547Mas of March 18, 2026
Discretionary99.2%
$543M
99% of total RAUM99.2%
Non-discretionary0.8%
$4M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$547M
Total Accounts1,614
10Y AUM Change+$547M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee53:1
10Y Employee Change+16 (+320.0%)
* 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.