This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$151MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$151M

Private client RAUM

$150MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$50.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

557

Individual clients

86

High net worth clients

78

Custody, client assets

$99.7M

SEC number

801-130948

CRD

332426

Filings on the tape

13

First filed

Jul 19, 2024

Latest filed

Jul 1, 2026

Organised

Limited Liability Company, OR

Website

mytruewealthgroup.com

• Occurred

  Oct 1, 2024
  Team lift-out

  2 advisors left MY Legacy Advisors, LLC (Bend, OR) for True Wealth Group on the same day

  Form ADVobserved 3 days ago
  2 advisors
• Occurred

  Jul 19, 2024
  First Form ADV filing

  True Wealth Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:73b15706-1439-eb24-2a11-9fc5bcb506db

First observed

Jul 19, 2024

Last observed

Jul 1, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.