Truman Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, MO. Its latest Form ADV filing, dated March 27, 2026, reports $106M in regulatory assets under management, 3 employees, 2 offices, and 424 accounts.
Assets Under Management
$106M
Employees
3
Offices
2 offices
Total Clients
98
Primary office
COLUMBIA, MO
411 N. COLLEGE AVENUE, SUITE 201, COLUMBIA, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
74
2
HNWI
22.4%
22
3
Charitable
1.0%
1
4
Corporations
1.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$106Mas of March 27, 2026
Discretionary97.5%
$103M
98% of total RAUM97.5%
Non-discretionary2.5%
$3M
2% of total RAUM2.5%
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$106M
Total Accounts424
10Y AUM Change+$106M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change+2 (+200.0%)
* 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.