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TRUWEALTH ADVISORS, LLC
TRUWEALTH ADVISORS, LLC
METAIRIE, Louisiana
·
4 registered advisors
·
CRD# 306876
SEC# 801-119073
1
504-779-7799
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRUWEALTH ADVISORS, LLC
4 registered advisors
Charles Lee Simmons
METAIRIE, Louisiana
CFP
ChFC
CRD# 2145300
James Carlos Parrie
METAIRIE, Louisiana
CRD# 2114887
Jennifer Maria Valteau
METAIRIE, Louisiana
CRD# 3176214
Matthew William Rodrigue
METAIRIE, Louisiana
CRD# 5694231
05
Office Locations
METAIRIE, Louisiana
4 advisors
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Data sourced from SEC Form ADV filings. TRUWEALTH ADVISORS, LLC (CRD# 306876) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.