Truwealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metairie, LA. Its latest Form ADV filing, dated April 23, 2026, reports $3.1B in regulatory assets under management, 32 employees, 1 office, and 7,629 accounts.
Assets Under Management
$3.1B
Employees
3
Offices
1 office
Total Clients
4,700
Primary office
METAIRIE, LA
2700 LAKE VILLA DRIVE, SUITE 200, METAIRIE, LA, United States
Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
3,280
2
HNWI
29.3%
1,375
3
Corporations
0.6%
30
4
Charitable
0.2%
10
5
Pension Plans
0.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of May 12, 2026
Discretionary100.0%
$3.1B
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$3.1B
Total Accounts7,629
10Y AUM Change+$3.1B
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1567:1
10Y Employee Change+2 (+200.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.