Unclaimed Profile

Matthew William Rodrigue

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana

Clean recordTRUWEALTH ADVISORS, LLC

2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 5694231Firm CRD# 306876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew William Rodrigue · METAIRIE, LA

Registration

CRD #5694231 · TRUWEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew William Rodrigue is a registered financial advisor based in METAIRIE, Louisiana, affiliated with TRUWEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRUWEALTH ADVISORS, LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUWEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5694231

Firm CRD# 306876

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew William Rodrigue offer?

Matthew William Rodrigue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are Matthew William Rodrigue's credentials?

Matthew William Rodrigue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew William Rodrigue located?

Matthew William Rodrigue is based in METAIRIE, Louisiana, working with TRUWEALTH ADVISORS, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Matthew William Rodrigue charge for services?

Matthew William Rodrigue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUWEALTH ADVISORS, LLC?

TRUWEALTH ADVISORS, LLC has approximately 34 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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